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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 | $107,401 | $109,372-1.8% | $89,414+20.1% | $158,966-32.4% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.0%+24.9pp | 82.0%+10.9pp |
| Annual return | 17.65% | 345.55%-327.9pp | 245.50%-227.9pp | 302.95%-285.3pp |
| Employer contribution / active EE | $5,763 | $3,171+81.7% | $2,586+122.8% | $4,762+21.0% |
| Participant deferral / active EE | $5,519 | $4,598+20.0% | $3,890+41.9% | $5,983-7.7% |
| Admin fee / account holder | $4,282 | $6,156-30.5% | $4,883-12.3% | $11,250-61.9% |