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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 | $48,232 | $43,344+11.3% | $59,899-19.5% | $64,173-24.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.59% | -1.55%+10.1pp | 3.46%+5.1pp | 7.63%+1.0pp |
| Employer contribution / active EE | $5,211 | $2,030+156.7% | $2,723+91.4% | $2,381+118.9% |
| Participant deferral / active EE | $2,605 | $2,547+2.3% | $3,402-23.4% | $3,470-24.9% |
| Admin fee / account holder | $3,010 | $3,008+0.1% | $3,592-16.2% | $4,887-38.4% |