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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 | $90,774 | $54,162+67.6% | $68,612+32.3% | $64,173+41.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 7.55% | -1.62%+9.2pp | -4.63%+12.2pp | 7.63%-0.1pp |
| Employer contribution / active EE | $1,302 | $1,846-29.5% | $2,625-50.4% | $2,381-45.3% |
| Participant deferral / active EE | $3,059 | $2,626+16.5% | $3,311-7.6% | $3,470-11.8% |
| Admin fee / account holder | $5,439 | $4,029+35.0% | $5,131+6.0% | $4,887+11.3% |