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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 | $122,913 | $62,583+96.4% | $76,767+60.1% | $64,173+91.5% |
| Participation rate | 74.1% | 72.8%+1.3pp | 77.0%-2.9pp | 69.6%+4.5pp |
| Annual return | 4.79% | -1.95%+6.7pp | 2.43%+2.4pp | 7.63%-2.8pp |
| Employer contribution / active EE | $2,634 | $1,832+43.8% | $2,485+6.0% | $2,381+10.6% |
| Participant deferral / active EE | $3,404 | $3,145+8.2% | $3,852-11.6% | $3,470-1.9% |
| Admin fee / account holder | $42,915 | $4,667+819.5% | $6,675+542.9% | $4,887+778.1% |