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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 | $144,480 | $60,349+139.4% | $74,184+94.8% | $62,881+129.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.80% | 21.38%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,145 | $1,680+27.7% | $2,370-9.5% | $2,281-5.9% |
| Participant deferral / active EE | $3,449 | $2,856+20.7% | $3,550-2.8% | $3,203+7.7% |
| Admin fee / account holder | $4,055 | $4,261-4.8% | $5,586-27.4% | $4,296-5.6% |