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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 | $51,606+99.8% | $129,339-20.3% | $80,911+27.4% |
| Participation rate | 74.1% | 57.0%+17.1pp | 69.6%+4.4pp | 67.6%+6.4pp |
| Annual return | 18.40% | 20.76%-2.4pp | 9437.05%-9418.6pp | 35.63%-17.2pp |
| Employer contribution / active EE | $984 | $1,582-37.8% | $4,154-76.3% | $2,756-64.3% |
| Participant deferral / active EE | $4,146 | $2,669+55.4% | $4,170-0.6% | $4,297-3.5% |
| Admin fee / account holder | $2,216 | $4,310-48.6% | $7,668-71.1% | $6,935-68.0% |