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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 | $51,149 | $43,344+18.0% | $59,899-14.6% | $64,173-20.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 9.90% | -1.55%+11.5pp | 3.46%+6.4pp | 7.63%+2.3pp |
| Employer contribution / active EE | $864 | $2,030-57.4% | $2,723-68.3% | $2,381-63.7% |
| Participant deferral / active EE | $2,261 | $2,547-11.3% | $3,402-33.6% | $3,470-34.8% |
| Admin fee / account holder | $4,653 | $3,008+54.7% | $3,592+29.5% | $4,887-4.8% |