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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 | $68,770 | $43,338+58.7% | $59,887+14.8% | $64,173+7.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 21.14% | -1.55%+22.7pp | 3.46%+17.7pp | 7.63%+13.5pp |
| Employer contribution / active EE | $3,101 | $2,030+52.8% | $2,722+13.9% | $2,381+30.3% |
| Participant deferral / active EE | $3,587 | $2,547+40.8% | $3,402+5.4% | $3,470+3.4% |
| Admin fee / account holder | $599 | $3,007-80.1% | $3,591-83.3% | $4,887-87.7% |