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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 | $122,182 | $69,977+74.6% | $108,582+12.5% | $62,881+94.3% |
| Participation rate | 95.9% | 72.9%+23.0pp | 79.6%+16.3pp | 69.3%+26.6pp |
| Annual return | 7.87% | 10.73%-2.9pp | -51.70%+59.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,952 | $2,135+38.3% | $3,758-21.5% | $2,281+29.4% |
| Participant deferral / active EE | $3,236 | $3,165+2.3% | $4,311-24.9% | $3,203+1.0% |
| Admin fee / account holder | $1,880 | $5,076-63.0% | $7,645-75.4% | $4,296-56.2% |