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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 | $121,469 | $50,947+138.4% | $74,551+62.9% | $64,173+89.3% |
| Participation rate | 89.7% | 61.1%+28.7pp | 69.1%+20.6pp | 69.6%+20.2pp |
| Annual return | 7.48% | -1.85%+9.3pp | 32.53%-25.1pp | 7.63%-0.1pp |
| Employer contribution / active EE | $1,823 | $1,115+63.4% | $1,961-7.1% | $2,381-23.4% |
| Participant deferral / active EE | $4,174 | $2,302+81.3% | $3,108+34.3% | $3,470+20.3% |
| Admin fee / account holder | $12,066 | $4,221+185.9% | $5,059+138.5% | $4,887+146.9% |