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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 | $77,957 | $43,344+79.9% | $59,899+30.1% | $64,173+21.5% |
| Participation rate | 95.7% | 69.2%+26.5pp | 74.7%+21.0pp | 69.6%+26.1pp |
| Annual return | 9.91% | -1.55%+11.5pp | 3.46%+6.5pp | 7.63%+2.3pp |
| Employer contribution / active EE | $6,344 | $2,030+212.6% | $2,723+133.0% | $2,381+166.5% |
| Participant deferral / active EE | $3,356 | $2,547+31.7% | $3,402-1.4% | $3,470-3.3% |
| Admin fee / account holder | $1,169 | $3,008-61.2% | $3,592-67.5% | $4,887-76.1% |