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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 | $48,011+114.4% | $63,803+61.3% | $82,637+24.5% |
| Participation rate | 82.4% | 66.6%+15.8pp | 72.7%+9.6pp | 68.1%+14.3pp |
| Annual return | 12.89% | 19.84%-7.0pp | 543.72%-530.8pp | 53.51%-40.6pp |
| Employer contribution / active EE | $3,146 | $1,904+65.3% | $2,532+24.2% | $2,552+23.3% |
| Participant deferral / active EE | $5,206 | $2,846+82.9% | $3,843+35.5% | $4,126+26.2% |
| Admin fee / account holder | $4,087 | $3,873+5.5% | $5,196-21.3% | $7,339-44.3% |