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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 | $106,022 | $93,346+13.6% | $71,796+47.7% | $273,972-61.3% |
| Participation rate | 90.5% | 76.5%+13.9pp | 69.1%+21.4pp | 83.0%+7.5pp |
| Annual return | 9.97% | 130.39%-120.4pp | 78.04%-68.1pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,082 | $2,733-60.4% | $1,924-43.8% | $4,869-77.8% |
| Participant deferral / active EE | $2,733 | $3,475-21.4% | $2,794-2.2% | $5,287-48.3% |
| Admin fee / account holder | $2,460 | $6,571-62.6% | $4,815-48.9% | $10,133-75.7% |