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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 | $107,689 | $50,947+111.4% | $74,551+44.5% | $64,173+67.8% |
| Participation rate | 97.9% | 61.1%+36.9pp | 69.1%+28.8pp | 69.6%+28.3pp |
| Annual return | 5.11% | -1.85%+7.0pp | 32.53%-27.4pp | 7.63%-2.5pp |
| Employer contribution / active EE | $3,544 | $1,115+217.7% | $1,961+80.7% | $2,381+48.9% |
| Participant deferral / active EE | $2,993 | $2,302+30.0% | $3,108-3.7% | $3,470-13.8% |
| Admin fee / account holder | $6,311 | $4,221+49.5% | $5,059+24.7% | $4,887+29.1% |