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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 | $132,222 | $104,098+27.0% | $140,514-5.9% | $94,015+40.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 11.93% | 15.14%-3.2pp | 14.36%-2.4pp | 17.84%-5.9pp |
| Employer contribution / active EE | $4,485 | $2,388+87.8% | $3,378+32.7% | $2,790+60.7% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,684 | $10,439-83.9% | $13,697-87.7% | $8,951-81.2% |