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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 | $106,684 | $61,125+74.5% | $94,057+13.4% | $87,485+21.9% |
| Participation rate | 84.2% | 64.1%+20.1pp | 73.3%+10.9pp | 68.9%+15.3pp |
| Annual return | 15.00% | 35.20%-20.2pp | 480.62%-465.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $4,378 | $2,136+104.9% | $2,933+49.3% | $2,596+68.6% |
| Participant deferral / active EE | $6,095 | $3,260+86.9% | $4,709+29.4% | $4,274+42.6% |
| Admin fee / account holder | $15,952 | $5,629+183.4% | $7,244+120.2% | $7,775+105.2% |