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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 | $204,557 | $56,894+259.5% | $84,753+141.4% | $62,881+225.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.40% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $727 | $2,400-69.7% | $3,574-79.7% | $2,281-68.1% |
| Participant deferral / active EE | $7,585 | $2,709+180.0% | $3,712+104.3% | $3,203+136.8% |
| Admin fee / account holder | $1,422 | $3,581-60.3% | $5,333-73.3% | $4,296-66.9% |