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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 | $109,439 | $61,660+77.5% | $80,022+36.8% | $64,173+70.5% |
| Participation rate | 80.2% | 71.7%+8.6pp | 75.8%+4.4pp | 69.6%+10.7pp |
| Annual return | 9.88% | -0.33%+10.2pp | 11.22%-1.3pp | 7.63%+2.2pp |
| Employer contribution / active EE | $2,991 | $1,810+65.2% | $2,468+21.2% | $2,381+25.6% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,608 | $5,417-51.9% | $6,521-60.0% | $4,887-46.6% |