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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 | $107,820 | $68,681+57.0% | $86,615+24.5% | $85,847+25.6% |
| Participation rate | 84.3% | 66.4%+17.9pp | 71.6%+12.6pp | 69.3%+15.0pp |
| Annual return | 19.69% | 20.12%-0.4pp | 63.51%-43.8pp | 318.61%-298.9pp |
| Employer contribution / active EE | $8,848 | $1,880+370.5% | $2,496+254.5% | $2,565+244.9% |
| Participant deferral / active EE | $4,132 | $2,919+41.5% | $3,699+11.7% | $3,952+4.5% |
| Admin fee / account holder | $9,639 | $5,974+61.3% | $5,830+65.4% | $6,261+54.0% |