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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 | $84,615 | $36,948+129.0% | $73,658+14.9% | $87,485-3.3% |
| Participation rate | 71.8% | 46.8%+25.0pp | 57.0%+14.8pp | 68.9%+2.9pp |
| Annual return | 16.94% | 28.64%-11.7pp | 29.72%-12.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $2,838 | $670+323.5% | $1,032+174.9% | $2,596+9.3% |
| Participant deferral / active EE | $4,485 | $1,379+225.2% | $2,062+117.5% | $4,274+4.9% |
| Admin fee / account holder | $5,440 | $2,531+115.0% | $3,357+62.1% | $7,775-30.0% |