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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 | $107,234 | $43,344+147.4% | $59,899+79.0% | $64,173+67.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.93% | -1.55%+9.5pp | 3.46%+4.5pp | 7.63%+0.3pp |
| Employer contribution / active EE | $2,805 | $2,030+38.2% | $2,723+3.0% | $2,381+17.8% |
| Participant deferral / active EE | $3,669 | $2,547+44.0% | $3,402+7.8% | $3,470+5.7% |
| Admin fee / account holder | $8,694 | $3,008+189.0% | $3,592+142.0% | $4,887+77.9% |