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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 | $103,753 | $103,949-0.2% | $69,182+50.0% | $273,972-62.1% |
| Participation rate | 92.9% | 67.4%+25.5pp | 55.1%+37.7pp | 83.0%+9.8pp |
| Annual return | 6.59% | 35.28%-28.7pp | -21.93%+28.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,217 | $1,783+80.4% | $1,206+166.7% | $4,869-33.9% |
| Participant deferral / active EE | $4,054 | $2,716+49.2% | $1,897+113.7% | $5,287-23.3% |
| Admin fee / account holder | $5,760 | $3,671+56.9% | $2,697+113.6% | $10,133-43.1% |