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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 | $69,095 | $37,134+86.1% | $100,671-31.4% | $52,331+32.0% |
| Participation rate | 97.0% | 57.7%+39.4pp | 70.7%+26.3pp | 68.1%+28.9pp |
| Annual return | 2.12% | 0.10%+2.0pp | 20.43%-18.3pp | 4.54%-2.4pp |
| Employer contribution / active EE | $2,362 | $1,187+98.9% | $4,012-41.1% | $1,882+25.5% |
| Participant deferral / active EE | $3,484 | $2,163+61.0% | $3,144+10.8% | $3,022+15.3% |
| Admin fee / account holder | $1,139 | $467+143.9% | $4,850-76.5% | $592+92.5% |