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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 | $97,512 | $43,338+125.0% | $59,887+62.8% | $64,173+52.0% |
| Participation rate | 93.8% | 69.2%+24.6pp | 74.7%+19.0pp | 69.6%+24.2pp |
| Annual return | 9.09% | -1.55%+10.6pp | 3.46%+5.6pp | 7.63%+1.5pp |
| Employer contribution / active EE | $4,268 | $2,030+110.3% | $2,722+56.8% | $2,381+79.3% |
| Participant deferral / active EE | $3,637 | $2,547+42.8% | $3,402+6.9% | $3,470+4.8% |
| Admin fee / account holder | $27,642 | $3,007+819.1% | $3,591+669.7% | $4,887+465.6% |