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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 | $117,352 | $88,707+32.3% | $74,184+58.2% | $273,972-57.2% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 4.59% | 11.94%-7.4pp | 17.74%-13.1pp | 41.46%-36.9pp |
| Employer contribution / active EE | $3,464 | $3,159+9.6% | $2,370+46.2% | $4,869-28.8% |
| Participant deferral / active EE | $5,610 | $4,212+33.2% | $3,550+58.0% | $5,287+6.1% |
| Admin fee / account holder | $2,609 | $8,717-70.1% | $5,586-53.3% | $10,133-74.2% |