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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 | $128,673 | $48,078+167.6% | $78,676+63.5% | $62,881+104.6% |
| Participation rate | 85.2% | 65.2%+20.0pp | 73.6%+11.6pp | 69.3%+15.9pp |
| Annual return | 6.23% | 31.36%-25.1pp | 62.19%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,556 | $2,015+175.8% | $2,850+94.9% | $2,281+143.6% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,671 | $3,206-16.7% | $4,510-40.8% | $4,296-37.8% |