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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 | $106,157 | $42,383+150.5% | $76,518+38.7% | $64,173+65.4% |
| Participation rate | 80.5% | 58.1%+22.3pp | 68.0%+12.5pp | 69.6%+10.9pp |
| Annual return | 65.37% | -16.54%+81.9pp | -0.27%+65.6pp | 7.63%+57.7pp |
| Employer contribution / active EE | $2,454 | $1,563+57.0% | $2,647-7.3% | $2,381+3.1% |
| Participant deferral / active EE | $6,039 | $2,566+135.3% | $3,836+57.4% | $3,470+74.1% |
| Admin fee / account holder | $9,021 | $3,198+182.1% | $4,849+86.1% | $4,887+84.6% |