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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 | $123,227 | $43,338+184.3% | $59,887+105.8% | $64,173+92.0% |
| Participation rate | 80.6% | 69.2%+11.4pp | 74.7%+5.9pp | 69.6%+11.0pp |
| Annual return | 8.26% | -1.55%+9.8pp | 3.46%+4.8pp | 7.63%+0.6pp |
| Employer contribution / active EE | $2,392 | $2,030+17.8% | $2,722-12.1% | $2,381+0.5% |
| Participant deferral / active EE | $5,617 | $2,547+120.5% | $3,402+65.1% | $3,470+61.9% |
| Admin fee / account holder | $4,382 | $3,007+45.7% | $3,591+22.0% | $4,887-10.3% |