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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 | $192,379 | $62,583+207.4% | $76,767+150.6% | $64,173+199.8% |
| Participation rate | 82.2% | 72.8%+9.4pp | 77.0%+5.3pp | 69.6%+12.7pp |
| Annual return | 5.38% | -1.95%+7.3pp | 2.43%+3.0pp | 7.63%-2.2pp |
| Employer contribution / active EE | $2,318 | $1,832+26.5% | $2,485-6.7% | $2,381-2.7% |
| Participant deferral / active EE | $3,786 | $3,145+20.4% | $3,852-1.7% | $3,470+9.1% |
| Admin fee / account holder | $1,029 | $4,667-77.9% | $6,675-84.6% | $4,887-78.9% |