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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 | $145,476 | $99,345+46.4% | $84,753+71.6% | $273,972-46.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.51% | 22.93%-20.4pp | 22.78%-20.3pp | 41.46%-38.9pp |
| Employer contribution / active EE | $9,640 | $4,214+128.8% | $3,574+169.7% | $4,869+98.0% |
| Participant deferral / active EE | $9,777 | $4,270+129.0% | $3,712+163.4% | $5,287+84.9% |
| Admin fee / account holder | $391 | $6,645-94.1% | $5,333-92.7% | $10,133-96.1% |