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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 | $92,163 | $67,602+36.3% | $82,312+12.0% | $70,126+31.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.46% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $16,056 | $2,987+437.5% | $3,706+333.2% | $3,332+381.9% |
| Admin fee / account holder | $5,483 | $4,512+21.5% | $5,608-2.2% | $4,645+18.0% |