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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 | $129,884 | $43,075+201.5% | $74,577+74.2% | $62,881+106.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 7.55% | 17.50%-10.0pp | 20.47%-12.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,182 | $1,498+45.7% | $2,525-13.6% | $2,281-4.3% |
| Participant deferral / active EE | $6,944 | $2,389+190.6% | $3,458+100.8% | $3,203+116.8% |
| Admin fee / account holder | $2,340 | $2,840-17.6% | $4,138-43.4% | $4,296-45.5% |