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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 | $66,982 | $69,977-4.3% | $108,582-38.3% | $62,881+6.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.88% | 10.73%-4.8pp | -51.70%+57.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,770 | $2,135+76.6% | $3,758+0.3% | $2,281+65.3% |
| Participant deferral / active EE | $3,717 | $3,165+17.4% | $4,311-13.8% | $3,203+16.0% |
| Admin fee / account holder | $1,231 | $5,076-75.8% | $7,645-83.9% | $4,296-71.3% |