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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 | $72,213 | $59,191+22.0% | $76,767-5.9% | $56,289+28.3% |
| Participation rate | 82.4% | 75.2%+7.2pp | 77.0%+5.4pp | 69.9%+12.6pp |
| Annual return | 1.69% | 6.62%-4.9pp | 2.43%-0.7pp | -9.96%+11.7pp |
| Employer contribution / active EE | $4,601 | $1,759+161.6% | $2,485+85.1% | $2,111+117.9% |
| Participant deferral / active EE | $7,209 | $3,255+121.5% | $3,852+87.2% | $3,350+115.2% |
| Admin fee / account holder | $2,632 | $489+438.1% | $6,675-60.6% | $521+405.3% |