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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 | $34,496 | $181,896-81.0% | $156,551-78.0% | $273,972-87.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.72% | 30.74%-27.0pp | 32.23%-28.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $4,183 | $6,248-33.1% | $5,501-24.0% | $4,869-14.1% |
| Participant deferral / active EE | $7,266 | $5,550+30.9% | $4,871+49.2% | $5,287+37.4% |
| Admin fee / account holder | $664 | $15,560-95.7% | $13,028-94.9% | $10,133-93.5% |