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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 | $164,260 | $41,377+297.0% | $109,313+50.3% | $62,881+161.2% |
| Participation rate | 98.1% | 57.5%+40.6pp | 71.3%+26.9pp | 69.3%+28.8pp |
| Annual return | 5.57% | 11.05%-5.5pp | 22.07%-16.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $15,071 | $1,276+1081.1% | $3,892+287.2% | $2,281+560.7% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,370 | $2,884-17.8% | $5,666-58.2% | $4,296-44.8% |