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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 | $89,539 | $62,589+43.1% | $76,768+16.6% | $64,173+39.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 1.85% | -1.95%+3.8pp | 2.43%-0.6pp | 7.63%-5.8pp |
| Employer contribution / active EE | $654 | $1,832-64.3% | $2,485-73.7% | $2,381-72.5% |
| Participant deferral / active EE | $4,035 | $3,145+28.3% | $3,852+4.8% | $3,470+16.3% |
| Admin fee / account holder | $14,650 | $4,667+213.9% | $6,675+119.5% | $4,887+199.8% |