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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 | $62,989 | $51,708+21.8% | $106,619-40.9% | $62,881+0.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 6.07% | 4.69%+1.4pp | 9.42%-3.3pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,639 | $1,764-7.1% | $3,947-58.5% | $2,281-28.2% |
| Participant deferral / active EE | $3,792 | $2,315+63.8% | $3,930-3.5% | $3,203+18.4% |
| Admin fee / account holder | $3,931 | $3,349+17.4% | $6,418-38.8% | $4,296-8.5% |