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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 | $126,553 | $69,977+80.8% | $108,582+16.6% | $62,881+101.3% |
| Participation rate | 97.1% | 72.9%+24.2pp | 79.6%+17.6pp | 69.3%+27.8pp |
| Annual return | 7.98% | 10.73%-2.7pp | -51.70%+59.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $822 | $2,135-61.5% | $3,758-78.1% | $2,281-64.0% |
| Participant deferral / active EE | $3,588 | $3,165+13.4% | $4,311-16.8% | $3,203+12.0% |
| Admin fee / account holder | $733 | $5,076-85.6% | $7,645-90.4% | $4,296-82.9% |