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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 | $105,601 | $69,977+50.9% | $108,582-2.7% | $62,881+67.9% |
| Participation rate | 95.6% | 72.9%+22.7pp | 79.6%+16.0pp | 69.3%+26.3pp |
| Annual return | 13.27% | 10.73%+2.5pp | -51.70%+65.0pp | 20.14%-6.9pp |
| Employer contribution / active EE | $2,261 | $2,135+5.9% | $3,758-39.8% | $2,281-0.9% |
| Participant deferral / active EE | $5,314 | $3,165+67.9% | $4,311+23.3% | $3,203+65.9% |
| Admin fee / account holder | $19,658 | $5,076+287.2% | $7,645+157.1% | $4,296+357.6% |