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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 | $115,007 | $62,589+83.7% | $76,768+49.8% | $64,173+79.2% |
| Participation rate | 87.1% | 72.8%+14.3pp | 77.0%+10.1pp | 69.6%+17.5pp |
| Annual return | 12.32% | -1.95%+14.3pp | 2.43%+9.9pp | 7.63%+4.7pp |
| Employer contribution / active EE | $2,086 | $1,832+13.9% | $2,485-16.1% | $2,381-12.4% |
| Participant deferral / active EE | $2,916 | $3,145-7.3% | $3,852-24.3% | $3,470-16.0% |
| Admin fee / account holder | $24,678 | $4,667+428.8% | $6,675+269.7% | $4,887+404.9% |