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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 | $112,605 | $65,712+71.4% | $57,196+96.9% | $273,972-58.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.30% | 22.01%-20.7pp | 14.59%-13.3pp | 41.46%-40.2pp |
| Employer contribution / active EE | $5,181 | $3,280+57.9% | $2,683+93.1% | $4,869+6.4% |
| Participant deferral / active EE | $4,573 | $3,782+20.9% | $3,096+47.7% | $5,287-13.5% |
| Admin fee / account holder | $2,788 | $4,838-42.4% | $3,141-11.2% | $10,133-72.5% |