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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 | $66,482 | $55,002+20.9% | $59,887+11.0% | $56,287+18.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 11.81% | 1.13%+10.7pp | 3.46%+8.3pp | -9.96%+21.8pp |
| Employer contribution / active EE | $1,639 | $2,448-33.1% | $2,722-39.8% | $2,111-22.4% |
| Participant deferral / active EE | $1,487 | $3,121-52.4% | $3,402-56.3% | $3,350-55.6% |
| Admin fee / account holder | $1,183 | $236+401.8% | $3,591-67.1% | $521+127.1% |