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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 | $82,445 | $39,132+110.7% | $57,196+44.1% | $62,881+31.1% |
| Participation rate | 71.7% | 70.5%+1.3pp | 75.3%-3.6pp | 69.3%+2.4pp |
| Annual return | 5.68% | 9.24%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,992 | $1,874+113.0% | $2,683+48.8% | $2,281+75.0% |
| Participant deferral / active EE | $4,155 | $2,374+75.0% | $3,096+34.2% | $3,203+29.7% |
| Admin fee / account holder | $1,185 | $2,594-54.3% | $3,141-62.3% | $4,296-72.4% |