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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 | $107,124 | $61,660+73.7% | $80,022+33.9% | $64,173+66.9% |
| Participation rate | 78.2% | 71.7%+6.5pp | 75.8%+2.3pp | 69.6%+8.6pp |
| Annual return | 11.88% | -0.33%+12.2pp | 11.22%+0.7pp | 7.63%+4.2pp |
| Employer contribution / active EE | $897 | $1,810-50.5% | $2,468-63.7% | $2,381-62.3% |
| Participant deferral / active EE | $3,097 | $2,968+4.4% | $3,686-16.0% | $3,470-10.7% |
| Admin fee / account holder | $11,201 | $5,417+106.8% | $6,521+71.8% | $4,887+129.2% |