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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 | $108,827 | $52,279+108.2% | $89,435+21.7% | $79,856+36.3% |
| Participation rate | 86.8% | 57.5%+29.3pp | 68.0%+18.9pp | 69.6%+17.2pp |
| Annual return | 18.04% | 22.16%-4.1pp | 245.55%-227.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,703 | $1,572+72.0% | $2,587+4.5% | $2,471+9.4% |
| Participant deferral / active EE | $3,919 | $2,740+43.0% | $3,890+0.7% | $3,741+4.8% |
| Admin fee / account holder | $840 | $3,356-75.0% | $4,884-82.8% | $5,306-84.2% |