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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 | $122,910 | $48,313+154.4% | $73,309+67.7% | $52,331+134.9% |
| Participation rate | 70.9% | 68.6%+2.4pp | 74.9%-4.0pp | 68.1%+2.8pp |
| Annual return | 2.26% | 3.85%-1.6pp | 5.67%-3.4pp | 4.54%-2.3pp |
| Employer contribution / active EE | $3,621 | $1,661+118.0% | $3,237+11.8% | $1,882+92.4% |
| Participant deferral / active EE | $5,176 | $4,189+23.6% | $4,991+3.7% | $3,022+71.3% |
| Admin fee / account holder | $1,424 | $404+252.6% | $5,635-74.7% | $592+140.7% |