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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 | $104,286 | $53,841+93.7% | $75,731+37.7% | $85,851+21.5% |
| Participation rate | 91.8% | 69.0%+22.7pp | 74.8%+16.9pp | 69.3%+22.4pp |
| Annual return | 14.67% | 24.54%-9.9pp | 104.65%-90.0pp | 318.63%-304.0pp |
| Employer contribution / active EE | $2,070 | $2,017+2.6% | $2,743-24.5% | $2,565-19.3% |
| Participant deferral / active EE | $4,470 | $2,895+54.4% | $3,820+17.0% | $3,952+13.1% |
| Admin fee / account holder | $1,786 | $3,340-46.5% | $3,620-50.7% | $6,261-71.5% |