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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 | $63,759 | $43,333+47.1% | $59,883+6.5% | $64,181-0.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.90% | -1.55%+10.4pp | 3.46%+5.4pp | 7.63%+1.3pp |
| Employer contribution / active EE | $2,855 | $2,029+40.7% | $2,722+4.9% | $2,381+19.9% |
| Participant deferral / active EE | $2,855 | $2,547+12.1% | $3,402-16.1% | $3,470-17.7% |
| Admin fee / account holder | $3,098 | $3,006+3.1% | $3,591-13.7% | $4,887-36.6% |