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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 | $67,578 | $39,132+72.7% | $57,196+18.2% | $62,881+7.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.91% | 9.24%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,878 | $1,874+53.6% | $2,683+7.3% | $2,281+26.2% |
| Participant deferral / active EE | $3,483 | $2,374+46.7% | $3,096+12.5% | $3,203+8.7% |
| Admin fee / account holder | $2,650 | $2,594+2.2% | $3,141-15.6% | $4,296-38.3% |