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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 | $72,323 | $72,486-0.2% | $87,103-17.0% | $72,976-0.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.74% | 24.46%-5.7pp | 28.19%-9.5pp | 81.02%-62.3pp |
| Employer contribution / active EE | $583 | $1,894-69.2% | $2,521-76.9% | $2,440-76.1% |
| Participant deferral / active EE | $3,711 | $3,270+13.5% | $4,049-8.3% | $3,608+2.9% |
| Admin fee / account holder | $7,041 | $5,055+39.3% | $7,491-6.0% | $5,124+37.4% |