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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 | $103,603 | $71,878+44.1% | $86,698+19.5% | $68,486+51.3% |
| Participation rate | 85.1% | 72.2%+12.9pp | 76.6%+8.5pp | 67.9%+17.2pp |
| Annual return | 3.33% | 3.53%-0.2pp | 35.95%-32.6pp | -7.85%+11.2pp |
| Employer contribution / active EE | $5,287 | $2,173+143.3% | $2,837+86.4% | $2,597+103.6% |
| Participant deferral / active EE | $2,882 | $3,779-23.7% | $4,656-38.1% | $4,028-28.4% |
| Admin fee / account holder | $6,585 | $6,113+7.7% | $7,493-12.1% | $5,404+21.9% |