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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 | $93,913 | $43,344+116.7% | $59,899+56.8% | $64,173+46.3% |
| Participation rate | 97.4% | 69.2%+28.3pp | 74.7%+22.7pp | 69.6%+27.9pp |
| Annual return | 9.65% | -1.55%+11.2pp | 3.46%+6.2pp | 7.63%+2.0pp |
| Employer contribution / active EE | $1,510 | $2,030-25.6% | $2,723-44.5% | $2,381-36.6% |
| Participant deferral / active EE | $3,510 | $2,547+37.8% | $3,402+3.2% | $3,470+1.2% |
| Admin fee / account holder | $665 | $3,008-77.9% | $3,592-81.5% | $4,887-86.4% |