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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 | $132,928 | $61,660+115.6% | $80,022+66.1% | $64,173+107.1% |
| Participation rate | 93.4% | 71.7%+21.7pp | 75.8%+17.6pp | 69.6%+23.9pp |
| Annual return | 2.51% | -0.33%+2.8pp | 11.22%-8.7pp | 7.63%-5.1pp |
| Employer contribution / active EE | $1,760 | $1,810-2.8% | $2,468-28.7% | $2,381-26.1% |
| Participant deferral / active EE | $5,059 | $2,968+70.5% | $3,686+37.2% | $3,470+45.8% |
| Admin fee / account holder | $14,873 | $5,417+174.6% | $6,521+128.1% | $4,887+204.3% |