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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 | $239,452 | $107,809+122.1% | $90,657+164.1% | $135,380+76.9% |
| Participation rate | 70.0% | 78.0%-8.0pp | 74.0%-4.0pp | 82.6%-12.6pp |
| Annual return | 4.17% | -0.90%+5.1pp | 1.89%+2.3pp | 519.81%-515.6pp |
| Employer contribution / active EE | $4,814 | $3,018+59.5% | $2,532+90.1% | $4,779+0.7% |
| Participant deferral / active EE | $1,212 | $3,872-68.7% | $3,424-64.6% | $5,609-78.4% |
| Admin fee / account holder | $3,837 | $5,931-35.3% | $4,994-23.2% | $10,828-64.6% |