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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 | $161,847 | $62,583+158.6% | $76,767+110.8% | $64,173+152.2% |
| Participation rate | 95.7% | 72.8%+22.9pp | 77.0%+18.8pp | 69.6%+26.2pp |
| Annual return | 10.85% | -1.95%+12.8pp | 2.43%+8.4pp | 7.63%+3.2pp |
| Employer contribution / active EE | $738 | $1,832-59.7% | $2,485-70.3% | $2,381-69.0% |
| Participant deferral / active EE | $5,292 | $3,145+68.3% | $3,852+37.4% | $3,470+52.5% |
| Admin fee / account holder | $10,110 | $4,667+116.6% | $6,675+51.5% | $4,887+106.9% |