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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 | $74,505 | $43,075+73.0% | $74,577-0.1% | $62,881+18.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 6.69% | 17.50%-10.8pp | 20.47%-13.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,902 | $1,498+93.8% | $2,525+14.9% | $2,281+27.2% |
| Participant deferral / active EE | $5,309 | $2,389+122.2% | $3,458+53.5% | $3,203+65.8% |
| Admin fee / account holder | $7,055 | $2,840+148.4% | $4,138+70.5% | $4,296+64.2% |