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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 | $74,019 | $39,132+89.2% | $57,196+29.4% | $62,881+17.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.56% | 9.24%-2.7pp | 14.59%-8.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,632 | $1,874+93.8% | $2,683+35.4% | $2,281+59.2% |
| Participant deferral / active EE | $5,128 | $2,374+116.0% | $3,096+65.6% | $3,203+60.1% |
| Admin fee / account holder | $10,600 | $2,594+308.6% | $3,141+237.5% | $4,296+146.8% |