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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 | $121,081 | $43,344+179.3% | $59,899+102.1% | $64,173+88.7% |
| Participation rate | 88.4% | 69.2%+19.2pp | 74.7%+13.7pp | 69.6%+18.8pp |
| Annual return | 10.29% | -1.55%+11.8pp | 3.46%+6.8pp | 7.63%+2.7pp |
| Employer contribution / active EE | $3,762 | $2,030+85.4% | $2,723+38.2% | $2,381+58.0% |
| Participant deferral / active EE | $6,147 | $2,547+141.3% | $3,402+80.7% | $3,470+77.2% |
| Admin fee / account holder | $6,247 | $3,008+107.7% | $3,592+73.9% | $4,887+27.8% |