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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 | $61,422 | $48,300+27.2% | $40,145,923-99.8% | $62,881-2.3% |
| Participation rate | 100.0% | 62.0%+38.0pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 6.72% | 6.95%-0.2pp | 5.24%+1.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,830 | $1,333+37.2% | $1,844-0.8% | $2,281-19.8% |
| Participant deferral / active EE | $5,389 | $2,388+125.7% | $2,591+108.0% | $3,203+68.2% |
| Admin fee / account holder | $9,918 | $2,919+239.8% | $2,903+241.6% | $4,296+130.9% |