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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 | $144,527 | $61,660+134.4% | $80,022+80.6% | $64,173+125.2% |
| Participation rate | 72.0% | 71.7%+0.3pp | 75.8%-3.8pp | 69.6%+2.4pp |
| Annual return | 0.24% | -0.33%+0.6pp | 11.22%-11.0pp | 7.63%-7.4pp |
| Employer contribution / active EE | $6,673 | $1,810+268.6% | $2,468+170.4% | $2,381+180.3% |
| Participant deferral / active EE | $5,088 | $2,968+71.4% | $3,686+38.0% | $3,470+46.6% |
| Admin fee / account holder | $839 | $5,417-84.5% | $6,521-87.1% | $4,887-82.8% |