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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 | $72,831 | $62,589+16.4% | $76,768-5.1% | $64,173+13.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 10.48% | -1.95%+12.4pp | 2.43%+8.1pp | 7.63%+2.9pp |
| Employer contribution / active EE | $1,852 | $1,832+1.1% | $2,485-25.5% | $2,381-22.2% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,112 | $4,667+95.2% | $6,675+36.5% | $4,887+86.4% |