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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 | $117,573 | $50,947+130.8% | $74,551+57.7% | $64,173+83.2% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.1%+12.3pp | 69.6%+11.9pp |
| Annual return | 7.58% | -1.85%+9.4pp | 32.53%-25.0pp | 7.63%-0.1pp |
| Employer contribution / active EE | $2,192 | $1,115+96.5% | $1,961+11.8% | $2,381-7.9% |
| Participant deferral / active EE | $2,642 | $2,302+14.8% | $3,108-15.0% | $3,470-23.8% |
| Admin fee / account holder | $7,868 | $4,221+86.4% | $5,059+55.5% | $4,887+61.0% |