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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 | $109,268 | $69,977+56.1% | $108,582+0.6% | $62,881+73.8% |
| Participation rate | 94.9% | 72.9%+22.0pp | 79.6%+15.3pp | 69.3%+25.6pp |
| Annual return | 6.88% | 10.73%-3.9pp | -51.70%+58.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,153 | $2,135+94.5% | $3,758+10.5% | $2,281+82.1% |
| Participant deferral / active EE | $3,013 | $3,165-4.8% | $4,311-30.1% | $3,203-5.9% |
| Admin fee / account holder | $24,001 | $5,076+372.8% | $7,645+213.9% | $4,296+458.7% |