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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,857 | $68,880+49.3% | $120,580-14.7% | $80,959+27.0% |
| Participation rate | 74.1% | 61.7%+12.4pp | 72.0%+2.2pp | 67.7%+6.5pp |
| Annual return | 12.19% | 23.68%-11.5pp | 107.48%-95.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,151 | $2,066+4.1% | $3,469-38.0% | $2,757-22.0% |
| Participant deferral / active EE | $3,608 | $3,191+13.1% | $4,995-27.8% | $4,300-16.1% |
| Admin fee / account holder | $13,773 | $5,785+138.1% | $9,418+46.2% | $6,925+98.9% |