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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 | $138,799 | $136,307+1.8% | $106,619+30.2% | $273,972-49.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 2.49% | 11.05%-8.6pp | 9.42%-6.9pp | 41.46%-39.0pp |
| Employer contribution / active EE | $1,278 | $5,190-75.4% | $3,947-67.6% | $4,869-73.8% |
| Participant deferral / active EE | $1,325 | $4,969-73.3% | $3,930-66.3% | $5,287-74.9% |
| Admin fee / account holder | $1,544 | $8,625-82.1% | $6,418-75.9% | $10,133-84.8% |