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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 | $96,729 | $52,836+83.1% | $105,738-8.5% | $64,181+50.7% |
| Participation rate | 96.2% | 66.5%+29.6pp | 76.3%+19.8pp | 69.6%+26.6pp |
| Annual return | 5.98% | 14.30%-8.3pp | 6.27%-0.3pp | 7.63%-1.7pp |
| Employer contribution / active EE | $2,115 | $1,827+15.8% | $3,268-35.3% | $2,381-11.1% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,817 | $3,959-28.8% | $6,913-59.3% | $4,887-42.4% |