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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 | $79,501 | $71,873+10.6% | $86,698-8.3% | $68,490+16.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 9.28% | 3.54%+5.7pp | 35.96%-26.7pp | -7.85%+17.1pp |
| Employer contribution / active EE | $2,957 | $2,173+36.0% | $2,837+4.2% | $2,597+13.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,661 | $6,110-56.5% | $7,492-64.5% | $5,403-50.8% |