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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 | $107,584 | $259,158-58.5% | $74,311+44.8% | $259,158-58.5% |
| Participation rate | 100.0% | 95.8%+4.2pp | 87.6%+12.4pp | 95.8%+4.2pp |
| Annual return | 5.76% | 5.38%+0.4pp | 4.31%+1.5pp | 5.38%+0.4pp |
| Employer contribution / active EE | $3,412 | $22,268-84.7% | $2,395+42.5% | $22,268-84.7% |
| Participant deferral / active EE | $4,680 | $4,649+0.7% | $2,375+97.1% | $4,649+0.7% |
| Admin fee / account holder | $2,387 | $9,035-73.6% | $1,545+54.5% | $9,035-73.6% |