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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 | $215,416 | $99,345+116.8% | $84,753+154.2% | $273,972-21.4% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 4.72% | 22.93%-18.2pp | 22.78%-18.1pp | 41.46%-36.7pp |
| Employer contribution / active EE | $15,069 | $4,214+257.6% | $3,574+321.6% | $4,869+209.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,040 | $6,645+51.1% | $5,333+88.3% | $10,133-0.9% |