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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 | $102,502 | $95,406+7.4% | $185,849-44.8% | $85,847+19.4% |
| Participation rate | 82.5% | 68.8%+13.7pp | 81.7%+0.8pp | 69.3%+13.2pp |
| Annual return | 12.72% | 23.59%-10.9pp | 122.10%-109.4pp | 318.61%-305.9pp |
| Employer contribution / active EE | $1,592 | $3,314-52.0% | $5,169-69.2% | $2,565-37.9% |
| Participant deferral / active EE | $3,227 | $3,424-5.7% | $5,569-42.0% | $3,952-18.3% |
| Admin fee / account holder | $8,630 | $7,214+19.6% | $16,244-46.9% | $6,261+37.8% |