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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 | $192,855 | $43,344+344.9% | $59,899+222.0% | $64,173+200.5% |
| Participation rate | 97.9% | 69.2%+28.7pp | 74.7%+23.2pp | 69.6%+28.3pp |
| Annual return | 8.59% | -1.55%+10.1pp | 3.46%+5.1pp | 7.63%+1.0pp |
| Employer contribution / active EE | $479 | $2,030-76.4% | $2,723-82.4% | $2,381-79.9% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,627 | $3,008+220.0% | $3,592+168.0% | $4,887+97.0% |