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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 | $68,190 | $32,037+112.8% | $69,182-1.4% | $62,881+8.4% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 6.45% | 15.16%-8.7pp | -21.93%+28.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $901 | $679+32.7% | $1,206-25.3% | $2,281-60.5% |
| Participant deferral / active EE | $1,124 | $1,185-5.2% | $1,897-40.7% | $3,203-64.9% |
| Admin fee / account holder | $2,300 | $2,608-11.8% | $2,697-14.7% | $4,296-46.5% |