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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 | $119,403 | $54,162+120.5% | $68,612+74.0% | $64,173+86.1% |
| Participation rate | 84.9% | 68.1%+16.9pp | 72.2%+12.7pp | 69.6%+15.3pp |
| Annual return | 10.66% | -1.62%+12.3pp | -4.63%+15.3pp | 7.63%+3.0pp |
| Employer contribution / active EE | $1,530 | $1,846-17.1% | $2,625-41.7% | $2,381-35.8% |
| Participant deferral / active EE | $1,219 | $2,626-53.6% | $3,311-63.2% | $3,470-64.9% |
| Admin fee / account holder | $4,977 | $4,029+23.5% | $5,131-3.0% | $4,887+1.8% |