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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 | $209,367 | $52,836+296.3% | $105,736+98.0% | $64,173+226.3% |
| Participation rate | 84.8% | 66.5%+18.3pp | 76.3%+8.5pp | 69.6%+15.3pp |
| Annual return | 2.27% | 14.30%-12.0pp | 6.27%-4.0pp | 7.63%-5.4pp |
| Employer contribution / active EE | $5,293 | $1,827+189.7% | $3,268+61.9% | $2,381+122.3% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,879 | $3,959-2.0% | $6,913-43.9% | $4,887-20.6% |