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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 | $108,192 | $100,060+8.1% | $149,721-27.7% | $70,126+54.3% |
| Participation rate | 83.5% | 83.6%0pp | 87.1%-3.5pp | 69.5%+14.0pp |
| Annual return | 46.94% | 27.46%+19.5pp | 1501.67%-1454.7pp | 73.15%-26.2pp |
| Employer contribution / active EE | $7,467 | $3,661+104.0% | $5,444+37.2% | $2,343+218.8% |
| Participant deferral / active EE | $11,576 | $4,982+132.4% | $6,568+76.2% | $3,332+247.5% |
| Admin fee / account holder | $4,072 | $8,285-50.9% | $11,282-63.9% | $4,645-12.4% |