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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 | $158,555 | $71,057+123.1% | $93,654+69.3% | $80,874+96.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 18.70% | 11.26%+7.4pp | 133.34%-114.6pp | 35.62%-16.9pp |
| Employer contribution / active EE | $1,843 | $1,564+17.9% | $2,421-23.9% | $2,756-33.1% |
| Participant deferral / active EE | $3,831 | $4,034-5.0% | $4,413-13.2% | $4,297-10.9% |
| Admin fee / account holder | $563 | $6,944-91.9% | $8,282-93.2% | $6,935-91.9% |