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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 | $37,507 | $65,712-42.9% | $57,196-34.4% | $273,972-86.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.82% | 22.01%-14.2pp | 14.59%-6.8pp | 41.46%-33.6pp |
| Employer contribution / active EE | $4,861 | $3,280+48.2% | $2,683+81.2% | $4,869-0.2% |
| Participant deferral / active EE | $8,925 | $3,782+136.0% | $3,096+188.2% | $5,287+68.8% |
| Admin fee / account holder | $647 | $4,838-86.6% | $3,141-79.4% | $10,133-93.6% |