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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 | $97,708 | $43,333+125.5% | $59,883+63.2% | $64,181+52.2% |
| Participation rate | 90.0% | 69.2%+20.8pp | 74.7%+15.3pp | 69.6%+20.4pp |
| Annual return | 7.43% | -1.55%+9.0pp | 3.46%+4.0pp | 7.63%-0.2pp |
| Employer contribution / active EE | $1,840 | $2,029-9.3% | $2,722-32.4% | $2,381-22.7% |
| Participant deferral / active EE | $3,963 | $2,547+55.6% | $3,402+16.5% | $3,470+14.2% |
| Admin fee / account holder | $8,577 | $3,006+185.3% | $3,591+138.9% | $4,887+75.5% |