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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 | $96,304 | $43,344+122.2% | $59,899+60.8% | $64,173+50.1% |
| Participation rate | 96.0% | 69.2%+26.8pp | 74.7%+21.3pp | 69.6%+26.4pp |
| Annual return | 8.79% | -1.55%+10.3pp | 3.46%+5.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $4,498 | $2,030+121.6% | $2,723+65.2% | $2,381+88.9% |
| Participant deferral / active EE | $5,432 | $2,547+113.2% | $3,402+59.7% | $3,470+56.6% |
| Admin fee / account holder | $1,536 | $3,008-48.9% | $3,592-57.2% | $4,887-68.6% |