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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 | $36,869 | $60,349-38.9% | $74,184-50.3% | $62,881-41.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.02% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,727 | $1,680+121.8% | $2,370+57.3% | $2,281+63.4% |
| Participant deferral / active EE | $1,705 | $2,856-40.3% | $3,550-52.0% | $3,203-46.8% |
| Admin fee / account holder | $528 | $4,261-87.6% | $5,586-90.5% | $4,296-87.7% |