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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 | $88,780 | $69,541+27.7% | $59,899+48.2% | $135,380-34.4% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.7%+14.8pp | 82.6%+6.8pp |
| Annual return | 6.80% | 7.95%-1.1pp | 3.46%+3.3pp | 519.81%-513.0pp |
| Employer contribution / active EE | $4,436 | $3,236+37.1% | $2,723+62.9% | $4,779-7.2% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,952 | $5,737-48.5% | $3,592-17.8% | $10,828-72.7% |