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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 | $103,946 | $38,595+169.3% | $80,004+29.9% | $52,331+98.6% |
| Participation rate | 88.8% | 64.5%+24.3pp | 73.0%+15.8pp | 68.1%+20.7pp |
| Annual return | 0.52% | 2.04%-1.5pp | 7.63%-7.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,025 | $1,133+78.7% | $2,473-18.1% | $1,882+7.6% |
| Participant deferral / active EE | $3,415 | $2,318+47.3% | $3,204+6.6% | $3,022+13.0% |
| Admin fee / account holder | $3,284 | $304+979.4% | $5,033-34.8% | $592+455.1% |