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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 | $51,031 | $41,377+23.3% | $109,313-53.3% | $62,881-18.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.87% | 11.05%-4.2pp | 22.07%-15.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,146 | $1,276+68.2% | $3,892-44.9% | $2,281-5.9% |
| Participant deferral / active EE | $3,420 | $2,045+67.2% | $3,166+8.0% | $3,203+6.8% |
| Admin fee / account holder | $6,185 | $2,884+114.5% | $5,666+9.2% | $4,296+44.0% |