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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 | $101,842 | $73,107+39.3% | $114,563-11.1% | $87,485+16.4% |
| Participation rate | 81.3% | 65.8%+15.5pp | 72.9%+8.3pp | 68.9%+12.3pp |
| Annual return | 19.06% | 19.47%-0.4pp | 241.09%-222.0pp | 26.06%-7.0pp |
| Employer contribution / active EE | $3,682 | $1,881+95.7% | $2,592+42.0% | $2,596+41.8% |
| Participant deferral / active EE | $10,286 | $3,144+227.2% | $4,142+148.3% | $4,274+140.7% |
| Admin fee / account holder | $1,587 | $5,770-72.5% | $7,623-79.2% | $7,775-79.6% |