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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 | $88,721 | $62,583+41.8% | $76,767+15.6% | $64,173+38.3% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | 18.18% | -1.95%+20.1pp | 2.43%+15.8pp | 7.63%+10.6pp |
| Employer contribution / active EE | $3,333 | $1,832+81.9% | $2,485+34.1% | $2,381+40.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,400 | $4,667+101.4% | $6,675+40.8% | $4,887+92.3% |