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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 | $121,075 | $45,050+168.8% | $63,018+92.1% | $70,126+72.7% |
| Participation rate | 78.4% | 69.5%+8.9pp | 74.8%+3.6pp | 69.5%+8.8pp |
| Annual return | 19.62% | 18.76%+0.9pp | 87.62%-68.0pp | 73.15%-53.5pp |
| Employer contribution / active EE | $2,396 | $2,052+16.8% | $2,761-13.2% | $2,343+2.3% |
| Participant deferral / active EE | $4,311 | $2,466+74.9% | $3,330+29.5% | $3,332+29.4% |
| Admin fee / account holder | $3,694 | $2,834+30.3% | $3,601+2.6% | $4,645-20.5% |