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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 | $107,571 | $69,977+53.7% | $108,582-0.9% | $62,881+71.1% |
| Participation rate | 87.2% | 72.9%+14.3pp | 79.6%+7.6pp | 69.3%+17.9pp |
| Annual return | 5.68% | 10.73%-5.1pp | -51.70%+57.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $7,031 | $2,135+229.3% | $3,758+87.1% | $2,281+208.2% |
| Participant deferral / active EE | $2,758 | $3,165-12.9% | $4,311-36.0% | $3,203-13.9% |
| Admin fee / account holder | $9,304 | $5,076+83.3% | $7,645+21.7% | $4,296+116.6% |