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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 | $56,378 | $43,338+30.1% | $59,887-5.9% | $64,173-12.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.54% | -1.55%+10.1pp | 3.46%+5.1pp | 7.63%+0.9pp |
| Employer contribution / active EE | $2,097 | $2,030+3.3% | $2,722-23.0% | $2,381-11.9% |
| Participant deferral / active EE | $3,451 | $2,547+35.5% | $3,402+1.4% | $3,470-0.5% |
| Admin fee / account holder | $11,373 | $3,007+278.2% | $3,591+216.7% | $4,887+132.7% |