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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 | $107,733 | $48,284+123.1% | $67,524+59.5% | $80,911+33.2% |
| Participation rate | 90.2% | 66.4%+23.8pp | 72.9%+17.3pp | 67.6%+22.5pp |
| Annual return | 15.19% | 18.27%-3.1pp | 3519.41%-3504.2pp | 35.63%-20.4pp |
| Employer contribution / active EE | $4,102 | $2,021+102.9% | $2,734+50.0% | $2,756+48.9% |
| Participant deferral / active EE | $4,102 | $2,927+40.2% | $4,001+2.5% | $4,297-4.5% |
| Admin fee / account holder | $983 | $3,688-73.3% | $4,001-75.4% | $6,935-85.8% |