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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 | $105,084 | $77,574+35.5% | $108,753-3.4% | $86,983+20.8% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 12.76% | 18.42%-5.7pp | 37.47%-24.7pp | 25.83%-13.1pp |
| Employer contribution / active EE | $2,919 | $1,611+81.2% | $2,427+20.3% | $2,584+12.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,449 | $6,529-62.5% | $10,320-76.3% | $7,856-68.8% |