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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 | $100,214 | $72,071+39.0% | $68,368+46.6% | $137,256-27.0% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 16.43% | 353.14%-336.7pp | 292.57%-276.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $5,115 | $2,788+83.5% | $2,649+93.1% | $4,156+23.1% |
| Participant deferral / active EE | $8,646 | $4,410+96.0% | $4,123+109.7% | $6,407+34.9% |
| Admin fee / account holder | $6,231 | $5,336+16.8% | $5,150+21.0% | $12,270-49.2% |