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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 | $107,758 | $78,707+36.9% | $117,861-8.6% | $70,126+53.7% |
| Participation rate | 90.6% | 73.2%+17.4pp | 79.7%+11.0pp | 69.5%+21.1pp |
| Annual return | 15.18% | 23.30%-8.1pp | 335.11%-319.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $2,328 | $2,223+4.7% | $3,786-38.5% | $2,343-0.6% |
| Participant deferral / active EE | $4,151 | $3,297+25.9% | $4,482-7.4% | $3,332+24.6% |
| Admin fee / account holder | $12,201 | $5,066+140.9% | $8,021+52.1% | $4,645+162.6% |