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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 | $104,034 | $65,034+60.0% | $90,970+14.4% | $79,856+30.3% |
| Participation rate | 82.3% | 61.6%+20.6pp | 69.0%+13.2pp | 69.6%+12.6pp |
| Annual return | 12.09% | 30.45%-18.4pp | 134.60%-122.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,343 | $1,247+87.8% | $2,122+10.4% | $2,471-5.2% |
| Participant deferral / active EE | $4,050 | $2,512+61.2% | $3,373+20.1% | $3,741+8.3% |
| Admin fee / account holder | $23,371 | $4,536+415.2% | $5,961+292.1% | $5,306+340.4% |