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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 | $137,435 | $52,836+160.1% | $105,738+30.0% | $64,173+114.2% |
| Participation rate | 96.4% | 66.5%+29.9pp | 76.3%+20.1pp | 69.6%+26.9pp |
| Annual return | 5.07% | 14.30%-9.2pp | 6.27%-1.2pp | 7.63%-2.6pp |
| Employer contribution / active EE | $4,464 | $1,827+144.4% | $3,268+36.6% | $2,381+87.5% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,419 | $3,959+87.4% | $6,913+7.3% | $4,887+51.8% |