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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 | $121,063 | $54,162+123.5% | $68,612+76.4% | $64,173+88.7% |
| Participation rate | 77.8% | 68.1%+9.7pp | 72.2%+5.5pp | 69.6%+8.2pp |
| Annual return | 9.20% | -1.62%+10.8pp | -4.63%+13.8pp | 7.63%+1.6pp |
| Employer contribution / active EE | $1,789 | $1,846-3.1% | $2,625-31.8% | $2,381-24.8% |
| Participant deferral / active EE | $3,886 | $2,626+48.0% | $3,311+17.4% | $3,470+12.0% |
| Admin fee / account holder | $813 | $4,029-79.8% | $5,131-84.2% | $4,887-83.4% |