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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 | $111,623 | $78,707+41.8% | $117,861-5.3% | $70,126+59.2% |
| Participation rate | 96.3% | 73.2%+23.1pp | 79.7%+16.6pp | 69.5%+26.8pp |
| Annual return | 15.82% | 23.30%-7.5pp | 335.11%-319.3pp | 73.15%-57.3pp |
| Employer contribution / active EE | $2,326 | $2,223+4.6% | $3,786-38.6% | $2,343-0.7% |
| Participant deferral / active EE | $3,647 | $3,297+10.6% | $4,482-18.6% | $3,332+9.5% |
| Admin fee / account holder | $1,725 | $5,066-66.0% | $8,021-78.5% | $4,645-62.9% |