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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 | $100,756 | $62,583+61.0% | $76,767+31.3% | $64,173+57.0% |
| Participation rate | 91.6% | 72.8%+18.7pp | 77.0%+14.6pp | 69.6%+22.0pp |
| Annual return | 6.84% | -1.95%+8.8pp | 2.43%+4.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $6,482 | $1,832+253.8% | $2,485+160.8% | $2,381+172.3% |
| Participant deferral / active EE | $3,678 | $3,145+16.9% | $3,852-4.5% | $3,470+6.0% |
| Admin fee / account holder | $4,589 | $4,667-1.7% | $6,675-31.2% | $4,887-6.1% |