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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 | $141,484 | $62,583+126.1% | $76,767+84.3% | $64,173+120.5% |
| Participation rate | 89.2% | 72.8%+16.4pp | 77.0%+12.2pp | 69.6%+19.6pp |
| Annual return | 3.38% | -1.95%+5.3pp | 2.43%+1.0pp | 7.63%-4.3pp |
| Employer contribution / active EE | $3,847 | $1,832+110.0% | $2,485+54.8% | $2,381+61.6% |
| Participant deferral / active EE | $14,707 | $3,145+367.6% | $3,852+281.8% | $3,470+323.9% |
| Admin fee / account holder | $22,111 | $4,667+373.8% | $6,675+231.2% | $4,887+352.4% |