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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 | $85,668 | $43,344+97.6% | $59,899+43.0% | $64,173+33.5% |
| Participation rate | 87.5% | 69.2%+18.3pp | 74.7%+12.8pp | 69.6%+17.9pp |
| Annual return | 8.03% | -1.55%+9.6pp | 3.46%+4.6pp | 7.63%+0.4pp |
| Employer contribution / active EE | $4,135 | $2,030+103.8% | $2,723+51.9% | $2,381+73.7% |
| Participant deferral / active EE | $2,485 | $2,547-2.5% | $3,402-27.0% | $3,470-28.4% |
| Admin fee / account holder | $5,801 | $3,008+92.8% | $3,592+61.5% | $4,887+18.7% |