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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 | $105,025 | $60,349+74.0% | $74,184+41.6% | $62,881+67.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.62% | 21.38%-10.8pp | 17.74%-7.1pp | 20.14%-9.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,951 | $2,856+3.3% | $3,550-16.9% | $3,203-7.9% |
| Admin fee / account holder | $2,748 | $4,261-35.5% | $5,586-50.8% | $4,296-36.0% |