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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 | $105,032 | $63,861+64.5% | $104,639+0.4% | $79,856+31.5% |
| Participation rate | 88.0% | 64.9%+23.1pp | 74.1%+13.9pp | 69.6%+18.4pp |
| Annual return | 13.49% | 21.30%-7.8pp | 340.67%-327.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,823 | $1,588+140.7% | $2,682+42.6% | $2,471+54.7% |
| Participant deferral / active EE | $8,997 | $2,693+234.0% | $3,738+140.7% | $3,741+140.5% |
| Admin fee / account holder | $18,008 | $4,185+330.3% | $6,465+178.5% | $5,306+239.4% |