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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 | $124,862 | $61,660+102.5% | $80,022+56.0% | $64,173+94.6% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.5pp | 69.6%+23.8pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,697 | $1,810+104.2% | $2,468+49.8% | $2,381+55.3% |
| Participant deferral / active EE | $5,793 | $2,968+95.2% | $3,686+57.2% | $3,470+67.0% |
| Admin fee / account holder | $306 | $5,417-94.4% | $6,521-95.3% | $4,887-93.7% |