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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 | $97,059 | $71,480+35.8% | $90,782+6.9% | $64,173+51.2% |
| Participation rate | 97.0% | 77.6%+19.4pp | 82.7%+14.4pp | 69.6%+27.4pp |
| Annual return | 7.03% | -4.25%+11.3pp | -3.42%+10.5pp | 7.63%-0.6pp |
| Employer contribution / active EE | $8,715 | $3,415+155.2% | $4,105+112.3% | $2,381+266.0% |
| Participant deferral / active EE | $0 | $4,302-100.0% | $5,366-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,616 | $6,309-26.8% | $5,908-21.9% | $4,887-5.5% |