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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 | $91,928 | $43,333+112.1% | $59,883+53.5% | $64,181+43.2% |
| Participation rate | 91.6% | 69.2%+22.4pp | 74.7%+16.9pp | 69.6%+22.0pp |
| Annual return | 10.44% | -1.55%+12.0pp | 3.46%+7.0pp | 7.63%+2.8pp |
| Employer contribution / active EE | $3,682 | $2,029+81.4% | $2,722+35.3% | $2,381+54.6% |
| Participant deferral / active EE | $2,821 | $2,547+10.8% | $3,402-17.1% | $3,470-18.7% |
| Admin fee / account holder | $1,395 | $3,006-53.6% | $3,591-61.2% | $4,887-71.5% |