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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 | $136,696 | $43,338+215.4% | $59,887+128.3% | $64,173+113.0% |
| Participation rate | 72.7% | 69.2%+3.6pp | 74.7%-2.0pp | 69.6%+3.2pp |
| Annual return | 10.22% | -1.55%+11.8pp | 3.46%+6.8pp | 7.63%+2.6pp |
| Employer contribution / active EE | $2,766 | $2,030+36.3% | $2,722+1.6% | $2,381+16.2% |
| Participant deferral / active EE | $5,282 | $2,547+107.4% | $3,402+55.3% | $3,470+52.2% |
| Admin fee / account holder | $10,126 | $3,007+236.7% | $3,591+182.0% | $4,887+107.2% |