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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 | $209,818 | $62,586+235.2% | $76,766+173.3% | $64,181+226.9% |
| Participation rate | 72.5% | 72.8%-0.4pp | 77.0%-4.5pp | 69.6%+2.9pp |
| Annual return | 13.50% | -1.95%+15.4pp | 2.43%+11.1pp | 7.63%+5.9pp |
| Employer contribution / active EE | $3,173 | $1,832+73.2% | $2,485+27.7% | $2,381+33.3% |
| Participant deferral / active EE | $4,944 | $3,145+57.2% | $3,851+28.4% | $3,470+42.5% |
| Admin fee / account holder | $2,094 | $4,667-55.1% | $6,675-68.6% | $4,887-57.2% |