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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 | $104,403 | $91,198+14.5% | $178,503-41.5% | $79,856+30.7% |
| Participation rate | 98.0% | 69.2%+28.7pp | 81.9%+16.0pp | 69.6%+28.3pp |
| Annual return | 24.61% | 24.20%+0.4pp | 151.12%-126.5pp | 31.71%-7.1pp |
| Employer contribution / active EE | $6,018 | $3,257+84.8% | $5,011+20.1% | $2,471+143.5% |
| Participant deferral / active EE | $5,591 | $3,237+72.7% | $5,202+7.5% | $3,741+49.5% |
| Admin fee / account holder | $1,050 | $6,748-84.4% | $13,987-92.5% | $5,306-80.2% |