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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 | $40,773 | $60,349-32.4% | $74,184-45.0% | $62,881-35.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.29% | 21.38%-14.1pp | 17.74%-10.4pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,093 | $1,680+84.1% | $2,370+30.5% | $2,281+35.6% |
| Participant deferral / active EE | $1,331 | $2,856-53.4% | $3,550-62.5% | $3,203-58.5% |
| Admin fee / account holder | $684 | $4,261-83.9% | $5,586-87.8% | $4,296-84.1% |