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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 | $110,377 | $48,337+128.3% | $67,560+63.4% | $80,959+36.3% |
| Participation rate | 70.4% | 66.4%+4.0pp | 72.9%-2.5pp | 67.7%+2.8pp |
| Annual return | 16.66% | 18.26%-1.6pp | 3533.50%-3516.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $2,241 | $2,023+10.8% | $2,737-18.1% | $2,757-18.7% |
| Participant deferral / active EE | $4,460 | $2,928+52.3% | $4,004+11.4% | $4,300+3.7% |
| Admin fee / account holder | $1,428 | $3,695-61.3% | $3,994-64.2% | $6,925-79.4% |