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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 | $61,136 | $78,015-21.6% | $178,505-65.8% | $80,959-24.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 17.92% | 18.10%-0.2pp | 27.16%-9.2pp | 35.67%-17.7pp |
| Employer contribution / active EE | $3,473 | $2,281+52.2% | $3,955-12.2% | $2,757+26.0% |
| Participant deferral / active EE | $8,171 | $4,406+85.5% | $6,280+30.1% | $4,300+90.0% |
| Admin fee / account holder | $402 | $7,160-94.4% | $10,428-96.1% | $6,925-94.2% |