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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 | $51,754 | $60,165-14.0% | $74,184-30.2% | $55,167-6.2% |
| Participation rate | 98.1% | 74.2%+24.0pp | 76.6%+21.5pp | 69.0%+29.1pp |
| Annual return | 7.82% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,278 | $1,600+42.4% | $2,370-3.9% | $1,963+16.1% |
| Participant deferral / active EE | $2,722 | $2,973-8.4% | $3,550-23.3% | $3,054-10.9% |
| Admin fee / account holder | $741 | $419+76.7% | $5,586-86.7% | $504+47.0% |