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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 | $102,917 | $50,554+103.6% | $67,681+52.1% | $87,485+17.6% |
| Participation rate | 82.4% | 67.7%+14.6pp | 73.7%+8.6pp | 68.9%+13.4pp |
| Annual return | 12.89% | 17.81%-4.9pp | 590.58%-577.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $3,146 | $1,988+58.2% | $2,678+17.5% | $2,596+21.2% |
| Participant deferral / active EE | $5,206 | $2,961+75.8% | $3,976+30.9% | $4,274+21.8% |
| Admin fee / account holder | $4,087 | $4,132-1.1% | $6,100-33.0% | $7,775-47.4% |