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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 | $130,757 | $60,349+116.7% | $74,184+76.3% | $62,881+107.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.90% | 21.38%-13.5pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,348 | $1,680-19.8% | $2,370-43.1% | $2,281-40.9% |
| Participant deferral / active EE | $2,469 | $2,856-13.6% | $3,550-30.5% | $3,203-22.9% |
| Admin fee / account holder | $949 | $4,261-77.7% | $5,586-83.0% | $4,296-77.9% |