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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 | $97,597 | $65,367+49.3% | $92,915+5.0% | $72,976+33.7% |
| Participation rate | 93.0% | 68.3%+24.6pp | 76.0%+17.0pp | 69.5%+23.5pp |
| Annual return | 26.29% | 42.11%-15.8pp | 109.45%-83.2pp | 81.02%-54.7pp |
| Employer contribution / active EE | $3,473 | $2,594+33.9% | $3,653-5.0% | $2,440+42.3% |
| Participant deferral / active EE | $2,613 | $3,128-16.5% | $4,238-38.3% | $3,608-27.6% |
| Admin fee / account holder | $4,651 | $4,251+9.4% | $5,796-19.8% | $5,124-9.2% |