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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 | $225,465 | $76,551+194.5% | $123,894+82.0% | $62,881+258.6% |
| Participation rate | 97.7% | 73.0%+24.7pp | 81.4%+16.3pp | 69.3%+28.4pp |
| Annual return | 6.38% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,375 | $4,840+31.7% | $5,984+6.5% | $3,203+99.0% |
| Admin fee / account holder | $8,210 | $4,826+70.1% | $8,357-1.8% | $4,296+91.1% |