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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 | $145,215 | $83,908+73.1% | $68,509+112.0% | $125,388+15.8% |
| Participation rate | 73.3% | 78.2%-4.8pp | 74.7%-1.4pp | 83.2%-9.9pp |
| Annual return | 0.95% | 14.48%-13.5pp | 8.27%-7.3pp | 282.24%-281.3pp |
| Employer contribution / active EE | $4,041 | $3,031+33.3% | $2,278+77.4% | $4,866-16.9% |
| Participant deferral / active EE | $6,149 | $4,125+49.1% | $3,382+81.8% | $5,352+14.9% |
| Admin fee / account holder | $5,080 | $8,982-43.4% | $5,275-3.7% | $9,541-46.8% |