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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 | $99,844 | $39,132+155.1% | $57,196+74.6% | $62,881+58.8% |
| Participation rate | 88.8% | 70.5%+18.3pp | 75.3%+13.4pp | 69.3%+19.5pp |
| Annual return | 1.35% | 9.24%-7.9pp | 14.59%-13.2pp | 20.14%-18.8pp |
| Employer contribution / active EE | $4,343 | $1,874+131.8% | $2,683+61.9% | $2,281+90.4% |
| Participant deferral / active EE | $5,238 | $2,374+120.6% | $3,096+69.2% | $3,203+63.5% |
| Admin fee / account holder | $10,501 | $2,594+304.8% | $3,141+234.4% | $4,296+144.5% |