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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 | $77,493 | $39,132+98.0% | $57,196+35.5% | $62,881+23.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.33% | 9.24%-1.9pp | 14.59%-7.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,663 | $1,874+42.1% | $2,683-0.8% | $2,281+16.7% |
| Participant deferral / active EE | $3,639 | $2,374+53.2% | $3,096+17.5% | $3,203+13.6% |
| Admin fee / account holder | $405 | $2,594-84.4% | $3,141-87.1% | $4,296-90.6% |