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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 | $181,846 | $88,707+105.0% | $74,184+145.1% | $273,972-33.6% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 10.07% | 11.94%-1.9pp | 17.74%-7.7pp | 41.46%-31.4pp |
| Employer contribution / active EE | $5,410 | $3,159+71.2% | $2,370+128.3% | $4,869+11.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,174 | $8,717-29.2% | $5,586+10.5% | $10,133-39.1% |