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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 | $60,349 | $41,377+45.9% | $109,313-44.8% | $62,881-4.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.40% | 11.05%-4.7pp | 22.07%-15.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,470 | $1,276+250.3% | $3,892+14.9% | $2,281+96.0% |
| Participant deferral / active EE | $1,357 | $2,045-33.7% | $3,166-57.2% | $3,203-57.6% |
| Admin fee / account holder | $2,105 | $2,884-27.0% | $5,666-62.8% | $4,296-51.0% |