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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 | $102,501 | $70,418+45.6% | $96,570+6.1% | $85,847+19.4% |
| Participation rate | 83.3% | 61.8%+21.5pp | 69.8%+13.5pp | 69.3%+14.0pp |
| Annual return | 14.57% | 18.59%-4.0pp | 37.79%-23.2pp | 318.61%-304.0pp |
| Employer contribution / active EE | $4,204 | $1,413+197.4% | $2,357+78.3% | $2,565+63.9% |
| Participant deferral / active EE | $3,865 | $2,894+33.5% | $3,849+0.4% | $3,952-2.2% |
| Admin fee / account holder | $4,990 | $4,995-0.1% | $6,182-19.3% | $6,261-20.3% |