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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 | $98,971 | $63,354+56.2% | $94,105+5.2% | $82,637+19.8% |
| Participation rate | 92.6% | 63.8%+28.8pp | 71.9%+20.6pp | 68.1%+24.5pp |
| Annual return | 19.10% | 34.36%-15.3pp | 204.55%-185.5pp | 53.51%-34.4pp |
| Employer contribution / active EE | $3,704 | $1,760+110.5% | $2,504+47.9% | $2,552+45.1% |
| Participant deferral / active EE | $1,896 | $2,873-34.0% | $3,881-51.1% | $4,126-54.0% |
| Admin fee / account holder | $1,614 | $5,073-68.2% | $6,199-74.0% | $7,339-78.0% |