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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 | $126,047 | $41,377+204.6% | $109,313+15.3% | $62,881+100.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.22% | 11.05%-4.8pp | 22.07%-15.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,445 | $2,045+166.3% | $3,166+72.0% | $3,203+70.0% |
| Admin fee / account holder | $3,965 | $2,884+37.5% | $5,666-30.0% | $4,296-7.7% |