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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 | $45,041+168.8% | $63,003+92.2% | $70,131+72.6% |
| Participation rate | 78.4% | 69.5%+8.9pp | 74.8%+3.6pp | 69.5%+8.8pp |
| Annual return | 19.62% | 18.76%+0.9pp | 87.59%-68.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,396 | $2,052+16.8% | $2,760-13.2% | $2,342+2.3% |
| Participant deferral / active EE | $4,311 | $2,465+74.9% | $3,329+29.5% | $3,332+29.4% |
| Admin fee / account holder | $3,694 | $2,836+30.3% | $3,600+2.6% | $4,645-20.5% |