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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 | $184,243 | $65,712+180.4% | $57,196+222.1% | $273,972-32.8% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.3%+13.6pp | 83.0%+5.9pp |
| Annual return | 5.11% | 22.01%-16.9pp | 14.59%-9.5pp | 41.46%-36.3pp |
| Employer contribution / active EE | $4,263 | $3,280+30.0% | $2,683+58.9% | $4,869-12.4% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,455 | $4,838-69.9% | $3,141-53.7% | $10,133-85.6% |