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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 | $111,094 | $93,346+19.0% | $71,796+54.7% | $273,972-59.5% |
| Participation rate | 93.8% | 76.5%+17.2pp | 69.1%+24.6pp | 83.0%+10.7pp |
| Annual return | 11.87% | 130.39%-118.5pp | 78.04%-66.2pp | 41.46%-29.6pp |
| Employer contribution / active EE | $6,564 | $2,733+140.1% | $1,924+241.1% | $4,869+34.8% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,261 | $6,571-80.8% | $4,815-73.8% | $10,133-87.6% |