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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 | $91,186 | $52,306+74.3% | $69,779+30.7% | $62,881+45.0% |
| Participation rate | 93.1% | 67.2%+25.9pp | 71.8%+21.3pp | 69.3%+23.8pp |
| Annual return | 4.92% | 13.35%-8.4pp | 12.99%-8.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $4,174 | $1,799+132.0% | $2,338+78.5% | $2,281+83.0% |
| Participant deferral / active EE | $3,075 | $2,395+28.4% | $2,931+4.9% | $3,203-4.0% |
| Admin fee / account holder | $65,786 | $3,691+1682.3% | $4,381+1401.7% | $4,296+1431.4% |