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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 | $144,112 | $60,349+138.8% | $74,184+94.3% | $62,881+129.2% |
| Participation rate | 81.3% | 72.7%+8.6pp | 76.6%+4.7pp | 69.3%+12.0pp |
| Annual return | 9.37% | 21.38%-12.0pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,016 | $2,856+75.6% | $3,550+41.3% | $3,203+56.6% |
| Admin fee / account holder | $5,800 | $4,261+36.1% | $5,586+3.8% | $4,296+35.0% |