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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 | $105,765 | $84,236+25.6% | $170,435-37.9% | $70,126+50.8% |
| Participation rate | 85.7% | 70.8%+14.9pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 21.82% | 23.06%-1.2pp | 205.94%-184.1pp | 73.15%-51.3pp |
| Employer contribution / active EE | $10,091 | $3,387+197.9% | $5,432+85.8% | $2,343+330.8% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,815 | $5,698-50.6% | $13,881-79.7% | $4,645-39.4% |