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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 | $149,638 | $54,162+176.3% | $68,612+118.1% | $64,173+133.2% |
| Participation rate | 80.0% | 68.1%+11.9pp | 72.2%+7.8pp | 69.6%+10.4pp |
| Annual return | 6.06% | -1.62%+7.7pp | -4.63%+10.7pp | 7.63%-1.6pp |
| Employer contribution / active EE | $2,714 | $1,846+47.0% | $2,625+3.4% | $2,381+14.0% |
| Participant deferral / active EE | $4,281 | $2,626+63.0% | $3,311+29.3% | $3,470+23.4% |
| Admin fee / account holder | $4,580 | $4,029+13.7% | $5,131-10.7% | $4,887-6.3% |