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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 | $97,186 | $43,344+124.2% | $59,899+62.2% | $64,173+51.4% |
| Participation rate | 98.1% | 69.2%+29.0pp | 74.7%+23.5pp | 69.6%+28.6pp |
| Annual return | 5.80% | -1.55%+7.4pp | 3.46%+2.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $3,054 | $2,030+50.5% | $2,723+12.2% | $2,381+28.3% |
| Participant deferral / active EE | $3,818 | $2,547+49.9% | $3,402+12.2% | $3,470+10.0% |
| Admin fee / account holder | $11,829 | $3,008+293.2% | $3,592+229.3% | $4,887+142.0% |