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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 | $103,208 | $43,344+138.1% | $59,899+72.3% | $64,173+60.8% |
| Participation rate | 80.4% | 69.2%+11.2pp | 74.7%+5.7pp | 69.6%+10.8pp |
| Annual return | 8.76% | -1.55%+10.3pp | 3.46%+5.3pp | 7.63%+1.1pp |
| Employer contribution / active EE | $2,087 | $2,030+2.8% | $2,723-23.3% | $2,381-12.3% |
| Participant deferral / active EE | $4,160 | $2,547+63.3% | $3,402+22.3% | $3,470+19.9% |
| Admin fee / account holder | $8,106 | $3,008+169.5% | $3,592+125.6% | $4,887+65.8% |