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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 | $169,510 | $83,485+103.0% | $125,192+35.4% | $72,975+132.3% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.5%+19.4pp |
| Annual return | 19.94% | 25.77%-5.8pp | 43.79%-23.9pp | 81.01%-61.1pp |
| Employer contribution / active EE | $2,407 | $2,346+2.6% | $3,866-37.7% | $2,440-1.3% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,863 | $5,518-66.2% | $9,704-80.8% | $5,124-63.6% |