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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 | $77,059 | $50,464+52.7% | $75,784+1.7% | $52,331+47.3% |
| Participation rate | 96.0% | 66.8%+29.2pp | 75.8%+20.2pp | 68.1%+27.9pp |
| Annual return | 0.92% | 1.03%-0.1pp | 9.68%-8.8pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,978 | $1,988+49.8% | $3,323-10.4% | $1,882+58.2% |
| Participant deferral / active EE | $7,393 | $2,570+187.6% | $3,652+102.5% | $3,022+144.6% |
| Admin fee / account holder | $3,081 | $1,103+179.3% | $5,300-41.9% | $592+420.7% |