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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 | $55,457+85.6% | $77,361+33.0% | $94,015+9.5% |
| Participation rate | 82.4% | 69.8%+12.5pp | 75.0%+7.4pp | 70.8%+11.5pp |
| Annual return | 12.89% | 15.57%-2.7pp | 1011.54%-998.6pp | 17.84%-5.0pp |
| Employer contribution / active EE | $3,146 | $2,255+39.5% | $2,990+5.2% | $2,790+12.8% |
| Participant deferral / active EE | $5,206 | $3,069+69.6% | $3,911+33.1% | $4,249+22.5% |
| Admin fee / account holder | $4,087 | $4,334-5.7% | $5,894-30.7% | $8,951-54.3% |