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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 | $105,879 | $93,346+13.4% | $71,796+47.5% | $273,972-61.4% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.1%+0.9pp | 83.0%-13.0pp |
| Annual return | 1.45% | 130.39%-128.9pp | 78.04%-76.6pp | 41.46%-40.0pp |
| Employer contribution / active EE | $2,989 | $2,733+9.4% | $1,924+55.3% | $4,869-38.6% |
| Participant deferral / active EE | $3,024 | $3,475-13.0% | $2,794+8.2% | $5,287-42.8% |
| Admin fee / account holder | $12,084 | $6,571+83.9% | $4,815+151.0% | $10,133+19.3% |