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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 | $105,652 | $78,707+34.2% | $117,861-10.4% | $70,126+50.7% |
| Participation rate | 95.9% | 73.2%+22.7pp | 79.7%+16.3pp | 69.5%+26.4pp |
| Annual return | 15.09% | 23.30%-8.2pp | 335.11%-320.0pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,118 | $2,223-49.7% | $3,786-70.5% | $2,343-52.3% |
| Participant deferral / active EE | $4,911 | $3,297+48.9% | $4,482+9.6% | $3,332+47.4% |
| Admin fee / account holder | $10,245 | $5,066+102.3% | $8,021+27.7% | $4,645+120.5% |