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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 | $105,806 | $78,707+34.4% | $117,861-10.2% | $70,126+50.9% |
| Participation rate | 80.6% | 73.2%+7.5pp | 79.7%+1.0pp | 69.5%+11.1pp |
| Annual return | 14.87% | 23.30%-8.4pp | 335.11%-320.2pp | 73.15%-58.3pp |
| Employer contribution / active EE | $2,597 | $2,223+16.8% | $3,786-31.4% | $2,343+10.9% |
| Participant deferral / active EE | $4,606 | $3,297+39.7% | $4,482+2.8% | $3,332+38.2% |
| Admin fee / account holder | $88,800 | $5,066+1653.0% | $8,021+1007.1% | $4,645+1811.5% |