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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 | $118,772 | $76,551+55.2% | $123,894-4.1% | $62,881+88.9% |
| Participation rate | 84.0% | 73.0%+11.0pp | 81.4%+2.6pp | 69.3%+14.7pp |
| Annual return | 50.83% | 18.68%+32.1pp | 47.52%+3.3pp | 20.14%+30.7pp |
| Employer contribution / active EE | $2,563 | $2,882-11.1% | $4,617-44.5% | $2,281+12.4% |
| Participant deferral / active EE | $4,622 | $4,840-4.5% | $5,984-22.8% | $3,203+44.3% |
| Admin fee / account holder | $2,426 | $4,826-49.7% | $8,357-71.0% | $4,296-43.5% |