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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 | $68,926 | $96,956-28.9% | $69,779-1.2% | $273,972-74.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.49% | 12.93%-4.4pp | 12.99%-4.5pp | 41.46%-33.0pp |
| Employer contribution / active EE | $3,515 | $3,316+6.0% | $2,338+50.3% | $4,869-27.8% |
| Participant deferral / active EE | $20,308 | $3,744+442.4% | $2,931+592.9% | $5,287+284.1% |
| Admin fee / account holder | $1,104 | $7,934-86.1% | $4,381-74.8% | $10,133-89.1% |