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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 | $45,050+130.6% | $63,018+64.8% | $70,126+48.1% |
| Participation rate | 92.2% | 69.5%+22.6pp | 74.8%+17.4pp | 69.5%+22.6pp |
| Annual return | 12.37% | 18.76%-6.4pp | 87.62%-75.3pp | 73.15%-60.8pp |
| Employer contribution / active EE | $4,169 | $2,052+103.2% | $2,761+51.0% | $2,343+78.0% |
| Participant deferral / active EE | $2,958 | $2,466+20.0% | $3,330-11.2% | $3,332-11.2% |
| Admin fee / account holder | $3,321 | $2,834+17.2% | $3,601-7.8% | $4,645-28.5% |