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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 | $73,002 | $43,338+68.4% | $59,887+21.9% | $64,173+13.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 13.85% | -1.55%+15.4pp | 3.46%+10.4pp | 7.63%+6.2pp |
| Employer contribution / active EE | $1,794 | $2,030-11.6% | $2,722-34.1% | $2,381-24.6% |
| Participant deferral / active EE | $3,518 | $2,547+38.1% | $3,402+3.4% | $3,470+1.4% |
| Admin fee / account holder | $3,122 | $3,007+3.8% | $3,591-13.1% | $4,887-36.1% |