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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 | $101,334 | $45,050+124.9% | $63,018+60.8% | $70,126+44.5% |
| Participation rate | 70.2% | 69.5%+0.7pp | 74.8%-4.6pp | 69.5%+0.7pp |
| Annual return | 15.85% | 18.76%-2.9pp | 87.62%-71.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $2,168 | $2,052+5.7% | $2,761-21.5% | $2,343-7.4% |
| Participant deferral / active EE | $3,748 | $2,466+52.0% | $3,330+12.6% | $3,332+12.5% |
| Admin fee / account holder | $4,151 | $2,834+46.5% | $3,601+15.3% | $4,645-10.6% |