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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 | $114,090 | $69,977+63.0% | $108,582+5.1% | $62,881+81.4% |
| Participation rate | 92.6% | 72.9%+19.7pp | 79.6%+13.0pp | 69.3%+23.3pp |
| Annual return | 5.98% | 10.73%-4.8pp | -51.70%+57.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,535 | $2,135+65.6% | $3,758-5.9% | $2,281+55.0% |
| Participant deferral / active EE | $9,711 | $3,165+206.9% | $4,311+125.3% | $3,203+203.2% |
| Admin fee / account holder | $5,785 | $5,076+14.0% | $7,645-24.3% | $4,296+34.7% |