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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 | $140,322 | $60,349+132.5% | $74,184+89.2% | $62,881+123.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.63% | 21.38%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,384 | $1,680+41.9% | $2,370+0.6% | $2,281+4.5% |
| Participant deferral / active EE | $6,256 | $2,856+119.0% | $3,550+76.2% | $3,203+95.3% |
| Admin fee / account holder | $1,254 | $4,261-70.6% | $5,586-77.5% | $4,296-70.8% |