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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 | $160,968 | $99,345+62.0% | $84,753+89.9% | $273,972-41.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.13% | 22.93%-19.8pp | 22.78%-19.6pp | 41.46%-38.3pp |
| Employer contribution / active EE | $4,085 | $4,214-3.1% | $3,574+14.3% | $4,869-16.1% |
| Participant deferral / active EE | $9,581 | $4,270+124.4% | $3,712+158.1% | $5,287+81.2% |
| Admin fee / account holder | $1,465 | $6,645-78.0% | $5,333-72.5% | $10,133-85.5% |