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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 | $105,597 | $55,930+88.8% | $76,089+38.8% | $80,925+30.5% |
| Participation rate | 87.1% | 62.1%+25.0pp | 69.1%+18.0pp | 67.7%+19.4pp |
| Annual return | 10.52% | 20.58%-10.1pp | 360.94%-350.4pp | 35.65%-25.1pp |
| Employer contribution / active EE | $3,616 | $1,866+93.8% | $2,690+34.4% | $2,756+31.2% |
| Participant deferral / active EE | $6,303 | $3,051+106.6% | $4,259+48.0% | $4,299+46.6% |
| Admin fee / account holder | $2,179 | $5,241-58.4% | $6,418-66.1% | $6,940-68.6% |