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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 | $49,991 | $62,583-20.1% | $76,767-34.9% | $64,173-22.1% |
| 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 | $4,073 | $1,832+122.3% | $2,485+63.9% | $2,381+71.1% |
| Participant deferral / active EE | $5,193 | $3,145+65.1% | $3,852+34.8% | $3,470+49.7% |
| Admin fee / account holder | $1,845 | $4,667-60.5% | $6,675-72.4% | $4,887-62.3% |