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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 | $156,198 | $41,377+277.5% | $109,313+42.9% | $62,881+148.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 5.59% | 11.05%-5.5pp | 22.07%-16.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,548 | $1,276+99.7% | $3,892-34.5% | $2,281+11.7% |
| Participant deferral / active EE | $2,548 | $2,045+24.6% | $3,166-19.5% | $3,203-20.5% |
| Admin fee / account holder | $7,655 | $2,884+165.4% | $5,666+35.1% | $4,296+78.2% |