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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 | $219,925 | $71,480+207.7% | $90,782+142.3% | $64,173+242.7% |
| Participation rate | 96.1% | 77.6%+18.5pp | 82.7%+13.4pp | 69.6%+26.5pp |
| Annual return | 5.85% | -4.25%+10.1pp | -3.42%+9.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $2,941 | $3,415-13.9% | $4,105-28.4% | $2,381+23.5% |
| Participant deferral / active EE | $0 | $4,302-100.0% | $5,366-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,202 | $6,309-65.1% | $5,908-62.7% | $4,887-54.9% |