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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 | $104,923 | $56,063+87.2% | $76,051+38.0% | $80,911+29.7% |
| Participation rate | 80.0% | 62.0%+18.0pp | 69.1%+10.9pp | 67.6%+12.4pp |
| Annual return | 12.67% | 20.54%-7.9pp | 360.42%-347.8pp | 35.63%-23.0pp |
| Employer contribution / active EE | $3,754 | $1,874+100.3% | $2,690+39.6% | $2,756+36.2% |
| Participant deferral / active EE | $7,336 | $3,052+140.3% | $4,257+72.3% | $4,297+70.7% |
| Admin fee / account holder | $3,729 | $5,240-28.8% | $6,416-41.9% | $6,935-46.2% |