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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 | $29,206 | $69,518-58.0% | $59,887-51.2% | $135,379-78.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.65% | 7.95%-0.3pp | 3.46%+4.2pp | 519.79%-512.1pp |
| Employer contribution / active EE | $3,638 | $3,235+12.5% | $2,722+33.6% | $4,779-23.9% |
| Participant deferral / active EE | $4,730 | $4,204+12.5% | $3,402+39.0% | $5,609-15.7% |
| Admin fee / account holder | $1,783 | $5,734-68.9% | $3,591-50.3% | $10,828-83.5% |