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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 | $107,595 | $91,198+18.0% | $178,503-39.7% | $79,856+34.7% |
| Participation rate | 98.4% | 69.2%+29.2pp | 81.9%+16.5pp | 69.6%+28.8pp |
| Annual return | 18.86% | 24.20%-5.3pp | 151.12%-132.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $5,990 | $3,257+83.9% | $5,011+19.5% | $2,471+142.4% |
| Participant deferral / active EE | $4,411 | $3,237+36.3% | $5,202-15.2% | $3,741+17.9% |
| Admin fee / account holder | $2,917 | $6,748-56.8% | $13,987-79.1% | $5,306-45.0% |