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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 | $51,400 | $43,075+19.3% | $74,577-31.1% | $62,881-18.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 8.31% | 17.50%-9.2pp | 20.47%-12.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,288 | $1,498+119.6% | $2,525+30.2% | $2,281+44.2% |
| Participant deferral / active EE | $5,532 | $2,389+131.5% | $3,458+60.0% | $3,203+72.7% |
| Admin fee / account holder | $403 | $2,840-85.8% | $4,138-90.3% | $4,296-90.6% |