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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 | $53,989 | $41,377+30.5% | $109,313-50.6% | $62,881-14.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.37% | 11.05%-4.7pp | 22.07%-15.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,827 | $1,276+43.2% | $3,892-53.0% | $2,281-19.9% |
| Participant deferral / active EE | $2,207 | $2,045+7.9% | $3,166-30.3% | $3,203-31.1% |
| Admin fee / account holder | $3,605 | $2,884+25.0% | $5,666-36.4% | $4,296-16.1% |