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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 | $108,602 | $107,421+1.1% | $182,262-40.4% | $94,015+15.5% |
| Participation rate | 90.6% | 77.8%+12.8pp | 84.2%+6.4pp | 70.8%+19.7pp |
| Annual return | 21.37% | 21.32%0pp | 140.60%-119.2pp | 17.84%+3.5pp |
| Employer contribution / active EE | $5,784 | $3,448+67.8% | $5,046+14.6% | $2,790+107.3% |
| Participant deferral / active EE | $12,679 | $6,558+93.3% | $8,276+53.2% | $4,249+198.4% |
| Admin fee / account holder | $5,594 | $8,692-35.6% | $16,712-66.5% | $8,951-37.5% |