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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 | $179,867 | $92,219+95.0% | $76,766+134.3% | $135,382+32.9% |
| Participation rate | 84.2% | 79.8%+4.4pp | 77.0%+7.2pp | 82.6%+1.6pp |
| Annual return | 8.01% | 5.46%+2.6pp | 2.43%+5.6pp | 519.77%-511.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,551 | $4,508+23.1% | $3,851+44.1% | $5,609-1.0% |
| Admin fee / account holder | $19,814 | $10,749+84.3% | $6,675+196.8% | $10,829+83.0% |