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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 | $196,569 | $77,574+153.4% | $108,753+80.7% | $86,983+126.0% |
| Participation rate | 76.4% | 62.3%+14.1pp | 71.1%+5.3pp | 69.5%+6.8pp |
| Annual return | 12.10% | 18.42%-6.3pp | 37.47%-25.4pp | 25.83%-13.7pp |
| Employer contribution / active EE | $10,984 | $1,611+582.0% | $2,427+352.6% | $2,584+325.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,231 | $6,529+26.1% | $10,320-20.2% | $7,856+4.8% |