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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 | $163,578 | $147,556+10.9% | $129,031+26.8% | $198,609-17.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 3.20% | 37.41%-34.2pp | 34.67%-31.5pp | 202.70%-199.5pp |
| Employer contribution / active EE | $1,217 | $3,645-66.6% | $3,226-62.3% | $5,055-75.9% |
| Participant deferral / active EE | $2,639 | $5,760-54.2% | $5,217-49.4% | $6,977-62.2% |
| Admin fee / account holder | $1,519 | $15,467-90.2% | $13,208-88.5% | $19,030-92.0% |