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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 | $121,607 | $60,349+101.5% | $74,184+63.9% | $62,881+93.4% |
| Participation rate | 97.0% | 72.7%+24.2pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | 6.20% | 21.38%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,496 | $2,856+127.4% | $3,550+83.0% | $3,203+102.8% |
| Admin fee / account holder | $1,071 | $4,261-74.9% | $5,586-80.8% | $4,296-75.1% |