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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 | $144,209 | $52,306+175.7% | $69,779+106.7% | $62,881+129.3% |
| Participation rate | 80.4% | 67.2%+13.1pp | 71.8%+8.5pp | 69.3%+11.1pp |
| Annual return | 6.19% | 13.35%-7.2pp | 12.99%-6.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,333 | $2,395+122.7% | $2,931+82.0% | $3,203+66.5% |
| Admin fee / account holder | $22,665 | $3,691+514.0% | $4,381+417.4% | $4,296+427.6% |