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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 | $73,804 | $39,132+88.6% | $57,196+29.0% | $62,881+17.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.58% | 9.24%-2.7pp | 14.59%-8.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $949 | $1,874-49.4% | $2,683-64.6% | $2,281-58.4% |
| Participant deferral / active EE | $3,707 | $2,374+56.1% | $3,096+19.7% | $3,203+15.7% |
| Admin fee / account holder | $503 | $2,594-80.6% | $3,141-84.0% | $4,296-88.3% |