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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 | $108,723 | $93,346+16.5% | $71,796+51.4% | $273,972-60.3% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 83.0%+7.9pp |
| Annual return | 1.39% | 130.39%-129.0pp | 78.04%-76.7pp | 41.46%-40.1pp |
| Employer contribution / active EE | $1,702 | $2,733-37.7% | $1,924-11.6% | $4,869-65.0% |
| Participant deferral / active EE | $4,021 | $3,475+15.7% | $2,794+43.9% | $5,287-23.9% |
| Admin fee / account holder | $35,716 | $6,571+443.6% | $4,815+641.8% | $10,133+252.5% |