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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 | $185,195 | $43,338+327.3% | $59,887+209.2% | $64,173+188.6% |
| Participation rate | 87.5% | 69.2%+18.3pp | 74.7%+12.8pp | 69.6%+17.9pp |
| Annual return | 3.70% | -1.55%+5.3pp | 3.46%+0.2pp | 7.63%-3.9pp |
| Employer contribution / active EE | $3,043 | $2,030+49.9% | $2,722+11.8% | $2,381+27.8% |
| Participant deferral / active EE | $4,718 | $2,547+85.2% | $3,402+38.7% | $3,470+36.0% |
| Admin fee / account holder | $2,215 | $3,007-26.4% | $3,591-38.3% | $4,887-54.7% |