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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 | $72,127 | $43,344+66.4% | $59,899+20.4% | $64,173+12.4% |
| Participation rate | 81.8% | 69.2%+12.7pp | 74.7%+7.1pp | 69.6%+12.2pp |
| Annual return | 8.13% | -1.55%+9.7pp | 3.46%+4.7pp | 7.63%+0.5pp |
| Employer contribution / active EE | $3,629 | $2,030+78.8% | $2,723+33.3% | $2,381+52.4% |
| Participant deferral / active EE | $3,629 | $2,547+42.5% | $3,402+6.7% | $3,470+4.6% |
| Admin fee / account holder | $7,771 | $3,008+158.3% | $3,592+116.3% | $4,887+59.0% |