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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 | $128,201 | $77,817+64.7% | $123,553+3.8% | $64,173+99.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 8.58% | 12.49%-3.9pp | 119.21%-110.6pp | 7.63%+0.9pp |
| Employer contribution / active EE | $3,013 | $3,0140% | $4,628-34.9% | $2,381+26.5% |
| Participant deferral / active EE | $7,688 | $5,240+46.7% | $6,426+19.6% | $3,470+121.6% |
| Admin fee / account holder | $2,287 | $5,519-58.6% | $9,284-75.4% | $4,887-53.2% |