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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 | $145,172 | $72,177+101.1% | $115,038+26.2% | $59,633+143.4% |
| Participation rate | 81.8% | 72.6%+9.3pp | 81.4%+0.5pp | 68.7%+13.1pp |
| Annual return | 1.54% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $1,818 | $2,841-36.0% | $4,608-60.5% | $2,203-17.5% |
| Participant deferral / active EE | $7,223 | $4,783+51.0% | $6,026+19.9% | $3,192+126.3% |
| Admin fee / account holder | $1,280 | $4,927-74.0% | $8,175-84.3% | $4,297-70.2% |