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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 | $127,630 | $39,132+226.2% | $57,196+123.1% | $62,881+103.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.34% | 9.24%-2.9pp | 14.59%-8.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,425 | $2,374+86.4% | $3,096+42.9% | $3,203+38.1% |
| Admin fee / account holder | $2,960 | $2,594+14.1% | $3,141-5.8% | $4,296-31.1% |