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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 | $122,911 | $65,712+87.0% | $57,196+114.9% | $273,972-55.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.71% | 22.01%-20.3pp | 14.59%-12.9pp | 41.46%-39.7pp |
| Employer contribution / active EE | $7,401 | $3,280+125.6% | $2,683+175.8% | $4,869+52.0% |
| Participant deferral / active EE | $4,605 | $3,782+21.8% | $3,096+48.7% | $5,287-12.9% |
| Admin fee / account holder | $2,146 | $4,838-55.6% | $3,141-31.7% | $10,133-78.8% |