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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 | $83,406 | $45,082+85.0% | $69,464+20.1% | $72,975+14.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 22.39% | 22.66%-0.3pp | 28.98%-6.6pp | 81.01%-58.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,446 | $2,604+109.1% | $3,536+54.0% | $3,608+50.9% |
| Admin fee / account holder | $4,998 | $3,057+63.5% | $3,840+30.1% | $5,124-2.5% |