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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 | $235,254 | $56,894+313.5% | $84,753+177.6% | $62,881+274.1% |
| Participation rate | 96.0% | 68.5%+27.5pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | 5.65% | 6.30%-0.7pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,573 | $2,709-5.0% | $3,712-30.7% | $3,203-19.7% |
| Admin fee / account holder | $43,912 | $3,581+1126.3% | $5,333+723.4% | $4,296+922.2% |