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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 | $64,942 | $56,484+15.0% | $169,452-61.7% | $64,173+1.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 2.05% | -1.55%+3.6pp | 1.83%+0.2pp | 7.63%-5.6pp |
| Employer contribution / active EE | $12,316 | $1,832+572.1% | $4,157+196.3% | $2,381+417.3% |
| Participant deferral / active EE | $14,960 | $3,448+333.9% | $5,277+183.5% | $3,470+331.2% |
| Admin fee / account holder | $3,005 | $4,174-28.0% | $9,110-67.0% | $4,887-38.5% |