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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 | $57,215 | $71,480-20.0% | $90,782-37.0% | $64,173-10.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | 6.84% | -4.25%+11.1pp | -3.42%+10.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $3,596 | $3,415+5.3% | $4,105-12.4% | $2,381+51.0% |
| Participant deferral / active EE | $0 | $4,302-100.0% | $5,366-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,125 | $6,309+12.9% | $5,908+20.6% | $4,887+45.8% |