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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 | $45,683 | $73,981-38.2% | $105,754-56.8% | $62,881-27.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 7.99% | 17.60%-9.6pp | 12.25%-4.3pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,240 | $2,856+13.4% | $4,079-20.6% | $2,281+42.0% |
| Participant deferral / active EE | $6,162 | $4,038+52.6% | $5,326+15.7% | $3,203+92.4% |
| Admin fee / account holder | $4,560 | $5,976-23.7% | $8,309-45.1% | $4,296+6.1% |