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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 | $105,692 | $103,949+1.7% | $69,182+52.8% | $273,972-61.4% |
| Participation rate | 83.3% | 67.4%+16.0pp | 55.1%+28.2pp | 83.0%+0.3pp |
| Annual return | 2.48% | 35.28%-32.8pp | -21.93%+24.4pp | 41.46%-39.0pp |
| Employer contribution / active EE | $2,553 | $1,783+43.2% | $1,206+111.6% | $4,869-47.6% |
| Participant deferral / active EE | $8,845 | $2,716+225.6% | $1,897+366.3% | $5,287+67.3% |
| Admin fee / account holder | $13,556 | $3,671+269.3% | $2,697+402.7% | $10,133+33.8% |