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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 | $137,794 | $62,583+120.2% | $76,767+79.5% | $64,173+114.7% |
| Participation rate | 86.7% | 72.8%+13.8pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | 6.97% | -1.95%+8.9pp | 2.43%+4.5pp | 7.63%-0.7pp |
| Employer contribution / active EE | $1,707 | $1,832-6.8% | $2,485-31.3% | $2,381-28.3% |
| Participant deferral / active EE | $4,523 | $3,145+43.8% | $3,852+17.4% | $3,470+30.3% |
| Admin fee / account holder | $10,488 | $4,667+124.7% | $6,675+57.1% | $4,887+114.6% |