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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 | $78,628 | $50,947+54.3% | $74,551+5.5% | $64,173+22.5% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.1%+23.7pp | 69.6%+23.3pp |
| Annual return | 0.71% | -1.85%+2.6pp | 32.53%-31.8pp | 7.63%-6.9pp |
| Employer contribution / active EE | $3,377 | $1,115+202.8% | $1,961+72.2% | $2,381+41.9% |
| Participant deferral / active EE | $3,994 | $2,302+73.5% | $3,108+28.5% | $3,470+15.1% |
| Admin fee / account holder | $1,514 | $4,221-64.1% | $5,059-70.1% | $4,887-69.0% |