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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 | $105,853 | $39,132+170.5% | $57,196+85.1% | $62,881+68.3% |
| Participation rate | 90.3% | 70.5%+19.8pp | 75.3%+15.0pp | 69.3%+21.0pp |
| Annual return | 5.35% | 9.24%-3.9pp | 14.59%-9.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,510 | $2,374+216.3% | $3,096+142.6% | $3,203+134.5% |
| Admin fee / account holder | $5,145 | $2,594+98.3% | $3,141+63.8% | $4,296+19.8% |