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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 | $143,592 | $88,707+61.9% | $74,184+93.6% | $273,972-47.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.76% | 11.94%-7.2pp | 17.74%-13.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $807 | $3,159-74.5% | $2,370-66.0% | $4,869-83.4% |
| Participant deferral / active EE | $2,129 | $4,212-49.5% | $3,550-40.0% | $5,287-59.7% |
| Admin fee / account holder | $2,908 | $8,717-66.6% | $5,586-47.9% | $10,133-71.3% |