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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 | $101,751 | $98,766+3.0% | $149,730-32.0% | $79,852+27.4% |
| Participation rate | 87.8% | 75.8%+12.1pp | 82.5%+5.4pp | 69.6%+18.2pp |
| Annual return | 19.65% | 27.43%-7.8pp | 276.70%-257.0pp | 31.72%-12.1pp |
| Employer contribution / active EE | $8,130 | $3,217+152.7% | $4,645+75.0% | $2,471+229.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,293 | $6,052-45.6% | $9,310-64.6% | $5,306-37.9% |