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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 | $57,344 | $41,377+38.6% | $109,313-47.5% | $62,881-8.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.07% | 11.05%-5.0pp | 22.07%-16.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,240 | $1,276+153.9% | $3,892-16.7% | $2,281+42.1% |
| Participant deferral / active EE | $2,398 | $2,045+17.3% | $3,166-24.3% | $3,203-25.1% |
| Admin fee / account holder | $3,742 | $2,884+29.7% | $5,666-34.0% | $4,296-12.9% |