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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 | $146,635 | $60,349+143.0% | $74,184+97.7% | $62,881+133.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.92% | 21.38%-14.5pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,322 | $1,680+38.2% | $2,370-2.0% | $2,281+1.8% |
| Participant deferral / active EE | $2,542 | $2,856-11.0% | $3,550-28.4% | $3,203-20.6% |
| Admin fee / account holder | $5,142 | $4,261+20.7% | $5,586-7.9% | $4,296+19.7% |