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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 | $139,165 | $53,596+159.7% | $90,657+53.5% | $64,173+116.9% |
| Participation rate | 80.0% | 64.5%+15.5pp | 74.0%+6.0pp | 69.6%+10.4pp |
| Annual return | -4.83% | 4.41%-9.2pp | 1.89%-6.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $576 | $1,503-61.7% | $2,532-77.2% | $2,381-75.8% |
| Participant deferral / active EE | $5,180 | $2,459+110.7% | $3,424+51.3% | $3,470+49.3% |
| Admin fee / account holder | $7,531 | $3,868+94.7% | $4,994+50.8% | $4,887+54.1% |