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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 | $113,345 | $56,484+100.7% | $169,452-33.1% | $64,173+76.6% |
| Participation rate | 98.4% | 64.5%+33.9pp | 77.8%+20.6pp | 69.6%+28.8pp |
| Annual return | 9.69% | -1.55%+11.2pp | 1.83%+7.9pp | 7.63%+2.1pp |
| Employer contribution / active EE | $10,759 | $1,832+487.1% | $4,157+158.8% | $2,381+351.9% |
| Participant deferral / active EE | $7,666 | $3,448+122.3% | $5,277+45.3% | $3,470+120.9% |
| Admin fee / account holder | $1,844 | $4,174-55.8% | $9,110-79.8% | $4,887-62.3% |