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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 | $130,862 | $45,087+190.2% | $69,483+88.3% | $72,976+79.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 14.35% | 22.67%-8.3pp | 28.99%-14.6pp | 81.02%-66.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,792 | $2,603+199.3% | $3,537+120.3% | $3,608+116.0% |
| Admin fee / account holder | $3,720 | $3,057+21.7% | $3,841-3.2% | $5,124-27.4% |