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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 | $109,637 | $78,707+39.3% | $117,861-7.0% | $70,126+56.3% |
| Participation rate | 74.4% | 73.2%+1.2pp | 79.7%-5.3pp | 69.5%+4.8pp |
| Annual return | 13.58% | 23.30%-9.7pp | 335.11%-321.5pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,347 | $2,223-39.4% | $3,786-64.4% | $2,343-42.5% |
| Participant deferral / active EE | $4,353 | $3,297+32.0% | $4,482-2.9% | $3,332+30.6% |
| Admin fee / account holder | $17,220 | $5,066+239.9% | $8,021+114.7% | $4,645+270.7% |