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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 | $78,264 | $93,064-15.9% | $74,577+4.9% | $273,972-71.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.29% | 26.18%-18.9pp | 20.47%-13.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $4,148 | $3,160+31.3% | $2,525+64.3% | $4,869-14.8% |
| Participant deferral / active EE | $3,296 | $4,160-20.8% | $3,458-4.7% | $5,287-37.7% |
| Admin fee / account holder | $799 | $5,273-84.8% | $4,138-80.7% | $10,133-92.1% |