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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 | $45,219 | $43,338+4.3% | $59,887-24.5% | $64,173-29.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.07% | -1.55%+11.6pp | 3.46%+6.6pp | 7.63%+2.4pp |
| Employer contribution / active EE | $1,342 | $2,030-33.9% | $2,722-50.7% | $2,381-43.6% |
| Participant deferral / active EE | $2,691 | $2,547+5.6% | $3,402-20.9% | $3,470-22.5% |
| Admin fee / account holder | $950 | $3,007-68.4% | $3,591-73.5% | $4,887-80.6% |