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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 | $145,646 | $43,338+236.1% | $59,887+143.2% | $64,173+127.0% |
| Participation rate | 90.7% | 69.2%+21.5pp | 74.7%+16.0pp | 69.6%+21.1pp |
| Annual return | 1.04% | -1.55%+2.6pp | 3.46%-2.4pp | 7.63%-6.6pp |
| Employer contribution / active EE | $5,140 | $2,030+153.2% | $2,722+88.8% | $2,381+115.9% |
| Participant deferral / active EE | $3,682 | $2,547+44.5% | $3,402+8.2% | $3,470+6.1% |
| Admin fee / account holder | $6,805 | $3,007+126.3% | $3,591+89.5% | $4,887+39.2% |