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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 | $152,090 | $60,349+152.0% | $74,184+105.0% | $62,881+141.9% |
| Participation rate | 83.6% | 72.7%+10.9pp | 76.6%+7.0pp | 69.3%+14.3pp |
| Annual return | 7.71% | 21.38%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,676 | $2,856-6.3% | $3,550-24.6% | $3,203-16.5% |
| Admin fee / account holder | $5,516 | $4,261+29.5% | $5,586-1.2% | $4,296+28.4% |