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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 | $138,162 | $62,583+120.8% | $76,767+80.0% | $64,173+115.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 9.79% | -1.95%+11.7pp | 2.43%+7.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $1,163 | $1,832-36.5% | $2,485-53.2% | $2,381-51.2% |
| Participant deferral / active EE | $4,603 | $3,145+46.4% | $3,852+19.5% | $3,470+32.7% |
| Admin fee / account holder | $3,194 | $4,667-31.6% | $6,675-52.2% | $4,887-34.6% |