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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 | $144,002 | $56,054+156.9% | $171,082-15.8% | $62,881+129.0% |
| Participation rate | 85.7% | 62.9%+22.8pp | 76.7%+9.0pp | 69.3%+16.4pp |
| Annual return | 5.49% | 22.52%-17.0pp | 32.56%-27.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,189 | $3,158+32.6% | $4,797-12.7% | $3,203+30.8% |
| Admin fee / account holder | $9,054 | $3,647+148.3% | $8,520+6.3% | $4,296+110.8% |