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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 | $134,766 | $39,132+244.4% | $57,196+135.6% | $62,881+114.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.08% | 9.24%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,440 | $1,874+83.6% | $2,683+28.2% | $2,281+50.8% |
| Participant deferral / active EE | $5,540 | $2,374+133.3% | $3,096+78.9% | $3,203+73.0% |
| Admin fee / account holder | $1,117 | $2,594-56.9% | $3,141-64.4% | $4,296-74.0% |