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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 | $108,363 | $93,057+16.4% | $153,500-29.4% | $80,925+33.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 20.04% | 19.96%+0.1pp | 15.70%+4.3pp | 35.65%-15.6pp |
| Employer contribution / active EE | $3,647 | $3,507+4.0% | $5,039-27.6% | $2,756+32.3% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $6,756-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,483 | $8,885-60.8% | $12,736-72.7% | $6,940-49.8% |