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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 | $91,820 | $56,484+62.6% | $169,452-45.8% | $64,173+43.1% |
| Participation rate | 93.8% | 64.5%+29.2pp | 77.8%+16.0pp | 69.6%+24.2pp |
| Annual return | 4.92% | -1.55%+6.5pp | 1.83%+3.1pp | 7.63%-2.7pp |
| Employer contribution / active EE | $3,125 | $1,832+70.5% | $4,157-24.8% | $2,381+31.3% |
| Participant deferral / active EE | $1,900 | $3,448-44.9% | $5,277-64.0% | $3,470-45.3% |
| Admin fee / account holder | $2,860 | $4,174-31.5% | $9,110-68.6% | $4,887-41.5% |