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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 | $103,113 | $51,604+99.8% | $129,295-20.2% | $80,874+27.5% |
| Participation rate | 74.1% | 57.0%+17.1pp | 69.6%+4.5pp | 67.6%+6.4pp |
| Annual return | 18.40% | 20.76%-2.4pp | 9429.28%-9410.9pp | 35.62%-17.2pp |
| Employer contribution / active EE | $984 | $1,585-37.9% | $4,157-76.3% | $2,756-64.3% |
| Participant deferral / active EE | $4,146 | $2,670+55.3% | $4,169-0.5% | $4,297-3.5% |
| Admin fee / account holder | $2,216 | $4,310-48.6% | $7,665-71.1% | $6,935-68.0% |