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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 | $202,716 | $76,112+166.3% | $96,544+110.0% | $71,529+183.4% |
| Participation rate | 84.2% | 74.4%+9.8pp | 76.0%+8.2pp | 67.9%+16.2pp |
| Annual return | 17.75% | 22.80%-5.1pp | 25.88%-8.1pp | 28.97%-11.2pp |
| Employer contribution / active EE | $16,752 | $2,248+645.2% | $2,966+464.7% | $2,590+546.9% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $3,896 | $2,708+43.8% | $8,254-52.8% | $1,588+145.2% |