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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 | $107,254 | $89,259+20.2% | $107,187+0.1% | $82,637+29.8% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | 14.31% | 21.02%-6.7pp | 204.55%-190.2pp | 53.51%-39.2pp |
| Employer contribution / active EE | $3,917 | $3,080+27.2% | $3,782+3.6% | $2,552+53.5% |
| Participant deferral / active EE | $4,358 | $4,037+7.9% | $5,096-14.5% | $4,126+5.6% |
| Admin fee / account holder | $12,666 | $7,381+71.6% | $9,162+38.2% | $7,339+72.6% |