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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 | $121,254 | $49,177+146.6% | $79,467+52.6% | $64,173+88.9% |
| Participation rate | 79.4% | 65.0%+14.4pp | 73.3%+6.1pp | 69.6%+9.8pp |
| Annual return | 1.04% | -1.16%+2.2pp | 718.30%-717.3pp | 7.63%-6.6pp |
| Employer contribution / active EE | $2,299 | $2,076+10.7% | $2,800-17.9% | $2,381-3.4% |
| Participant deferral / active EE | $4,668 | $2,821+65.5% | $3,704+26.0% | $3,470+34.5% |
| Admin fee / account holder | $4,480 | $3,839+16.7% | $5,104-12.2% | $4,887-8.3% |