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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 | $103,880 | $45,041+130.6% | $63,003+64.9% | $70,131+48.1% |
| Participation rate | 92.2% | 69.5%+22.6pp | 74.8%+17.3pp | 69.5%+22.6pp |
| Annual return | 12.37% | 18.76%-6.4pp | 87.59%-75.2pp | 73.14%-60.8pp |
| Employer contribution / active EE | $4,169 | $2,052+103.2% | $2,760+51.1% | $2,342+78.0% |
| Participant deferral / active EE | $2,958 | $2,465+20.0% | $3,329-11.2% | $3,332-11.2% |
| Admin fee / account holder | $3,321 | $2,836+17.1% | $3,600-7.8% | $4,645-28.5% |