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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 | $86,312 | $62,589+37.9% | $76,768+12.4% | $64,173+34.5% |
| Participation rate | 93.8% | 72.8%+20.9pp | 77.0%+16.8pp | 69.6%+24.2pp |
| Annual return | 7.79% | -1.95%+9.7pp | 2.43%+5.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $5,496 | $1,832+200.0% | $2,485+121.2% | $2,381+130.8% |
| Participant deferral / active EE | $2,019 | $3,145-35.8% | $3,852-47.6% | $3,470-41.8% |
| Admin fee / account holder | $921 | $4,667-80.3% | $6,675-86.2% | $4,887-81.2% |