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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 | $88,214 | $39,126+125.5% | $57,181+54.3% | $62,891+40.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.64% | 9.24%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,666 | $1,874-11.1% | $2,682-37.9% | $2,281-27.0% |
| Participant deferral / active EE | $2,020 | $2,374-14.9% | $3,096-34.8% | $3,203-36.9% |
| Admin fee / account holder | $12,585 | $2,593+385.4% | $3,139+300.9% | $4,296+193.0% |