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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 | $78,714 | $51,769+52.0% | $57,356+37.2% | $52,331+50.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.26% | 2.43%-1.2pp | 24.41%-23.1pp | 4.54%-3.3pp |
| Employer contribution / active EE | $2,974 | $2,335+27.4% | $2,689+10.6% | $1,882+58.0% |
| Participant deferral / active EE | $3,237 | $2,794+15.9% | $3,162+2.4% | $3,022+7.1% |
| Admin fee / account holder | $1,016 | $295+244.5% | $3,357-69.7% | $592+71.7% |