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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 | $83,829 | $65,712+27.6% | $57,196+46.6% | $273,972-69.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.16% | 22.01%-15.8pp | 14.59%-8.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,811 | $3,280-14.3% | $2,683+4.8% | $4,869-42.3% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $697 | $4,838-85.6% | $3,141-77.8% | $10,133-93.1% |