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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 | $103,209 | $63,861+61.6% | $104,639-1.4% | $79,856+29.2% |
| Participation rate | 70.8% | 64.9%+5.9pp | 74.1%-3.2pp | 69.6%+1.2pp |
| Annual return | 14.22% | 21.30%-7.1pp | 340.67%-326.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $952 | $1,588-40.1% | $2,682-64.5% | $2,471-61.5% |
| Participant deferral / active EE | $2,039 | $2,693-24.3% | $3,738-45.5% | $3,741-45.5% |
| Admin fee / account holder | $3,311 | $4,185-20.9% | $6,465-48.8% | $5,306-37.6% |