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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 | $151,126 | $69,977+116.0% | $108,582+39.2% | $62,881+140.3% |
| Participation rate | 95.5% | 72.9%+22.6pp | 79.6%+15.9pp | 69.3%+26.2pp |
| Annual return | 6.89% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,195 | $2,135+49.6% | $3,758-15.0% | $2,281+40.1% |
| Participant deferral / active EE | $4,424 | $3,165+39.8% | $4,311+2.6% | $3,203+38.1% |
| Admin fee / account holder | $8,029 | $5,076+58.2% | $7,645+5.0% | $4,296+86.9% |