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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 | $71,726 | $52,306+37.1% | $69,779+2.8% | $62,881+14.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 7.04% | 13.35%-6.3pp | 12.99%-6.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,382 | $1,799+88.0% | $2,338+44.6% | $2,281+48.3% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,796 | $3,691+84.1% | $4,381+55.1% | $4,296+58.2% |