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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 | $89,553 | $56,287+59.1% | $80,977+10.6% | $62,881+42.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.56% | 22.13%-15.6pp | 17.11%-10.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,960 | $1,943+0.9% | $3,715-47.2% | $2,281-14.1% |
| Participant deferral / active EE | $3,213 | $4,196-23.4% | $5,696-43.6% | $3,203+0.3% |
| Admin fee / account holder | $12,278 | $3,742+228.1% | $5,517+122.6% | $4,296+185.8% |