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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 | $168,751 | $60,349+179.6% | $74,184+127.5% | $62,881+168.4% |
| Participation rate | 82.9% | 72.7%+10.2pp | 76.6%+6.3pp | 69.3%+13.6pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,998 | $1,680+18.9% | $2,370-15.7% | $2,281-12.4% |
| Participant deferral / active EE | $4,181 | $2,856+46.4% | $3,550+17.8% | $3,203+30.5% |
| Admin fee / account holder | $2,205 | $4,261-48.3% | $5,586-60.5% | $4,296-48.7% |