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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 | $86,901 | $62,583+38.9% | $76,767+13.2% | $64,173+35.4% |
| Participation rate | 84.6% | 72.8%+11.8pp | 77.0%+7.7pp | 69.6%+15.0pp |
| Annual return | 12.65% | -1.95%+14.6pp | 2.43%+10.2pp | 7.63%+5.0pp |
| Employer contribution / active EE | $1,503 | $1,832-17.9% | $2,485-39.5% | $2,381-36.9% |
| Participant deferral / active EE | $3,883 | $3,145+23.5% | $3,852+0.8% | $3,470+11.9% |
| Admin fee / account holder | $12,974 | $4,667+178.0% | $6,675+94.4% | $4,887+165.5% |