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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 | $107,179 | $65,367+64.0% | $92,915+15.4% | $72,976+46.9% |
| Participation rate | 94.6% | 68.3%+26.3pp | 76.0%+18.6pp | 69.5%+25.1pp |
| Annual return | 19.51% | 42.11%-22.6pp | 109.45%-89.9pp | 81.02%-61.5pp |
| Employer contribution / active EE | $4,865 | $2,594+87.6% | $3,653+33.2% | $2,440+99.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,384 | $4,251+120.7% | $5,796+61.9% | $5,124+83.1% |