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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 | $146,314 | $65,712+122.7% | $57,196+155.8% | $273,972-46.6% |
| Participation rate | 76.2% | 78.3%-2.1pp | 75.3%+0.9pp | 83.0%-6.8pp |
| Annual return | 5.84% | 22.01%-16.2pp | 14.59%-8.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $6,712 | $3,280+104.6% | $2,683+150.2% | $4,869+37.9% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,203 | $4,838+214.3% | $3,141+384.1% | $10,133+50.0% |