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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 | $149,277 | $65,685+127.3% | $57,181+161.1% | $273,968-45.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.28% | 21.99%-16.7pp | 14.59%-9.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,728 | $3,279+13.7% | $2,682+39.0% | $4,869-23.4% |
| Participant deferral / active EE | $7,044 | $3,781+86.3% | $3,096+127.5% | $5,287+33.2% |
| Admin fee / account holder | $630 | $4,835-87.0% | $3,139-79.9% | $10,132-93.8% |