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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 | $105,000 | $76,834+36.7% | $108,359-3.1% | $87,485+20.0% |
| Participation rate | 87.1% | 61.7%+25.4pp | 70.1%+17.0pp | 68.9%+18.2pp |
| Annual return | 28.19% | 19.09%+9.1pp | 36.89%-8.7pp | 26.06%+2.1pp |
| Employer contribution / active EE | $1,540 | $1,556-1.1% | $2,399-35.8% | $2,596-40.7% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,211 | $6,537-81.5% | $9,741-87.6% | $7,775-84.4% |