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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 | $99,393 | $43,344+129.3% | $59,899+65.9% | $64,173+54.9% |
| Participation rate | 83.1% | 69.2%+13.9pp | 74.7%+8.4pp | 69.6%+13.5pp |
| Annual return | 8.48% | -1.55%+10.0pp | 3.46%+5.0pp | 7.63%+0.8pp |
| Employer contribution / active EE | $2,293 | $2,030+13.0% | $2,723-15.8% | $2,381-3.7% |
| Participant deferral / active EE | $5,674 | $2,547+122.7% | $3,402+66.8% | $3,470+63.5% |
| Admin fee / account holder | $2,822 | $3,008-6.2% | $3,592-21.4% | $4,887-42.3% |