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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 | $53,121 | $56,894-6.6% | $84,753-37.3% | $62,881-15.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.33% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,765 | $2,400+56.9% | $3,574+5.3% | $2,281+65.1% |
| Participant deferral / active EE | $7,313 | $2,709+169.9% | $3,712+97.0% | $3,203+128.3% |
| Admin fee / account holder | $316 | $3,581-91.2% | $5,333-94.1% | $4,296-92.7% |