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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 | $67,419 | $62,589+7.7% | $76,768-12.2% | $64,173+5.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 6.39% | -1.95%+8.3pp | 2.43%+4.0pp | 7.63%-1.2pp |
| Employer contribution / active EE | $5,063 | $1,832+176.4% | $2,485+103.7% | $2,381+112.7% |
| Participant deferral / active EE | $2,760 | $3,145-12.2% | $3,852-28.3% | $3,470-20.5% |
| Admin fee / account holder | $645 | $4,667-86.2% | $6,675-90.3% | $4,887-86.8% |