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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 | $70,990 | $69,977+1.4% | $108,582-34.6% | $62,881+12.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.45% | 10.73%-3.3pp | -51.70%+59.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,502 | $2,135-29.6% | $3,758-60.0% | $2,281-34.1% |
| Participant deferral / active EE | $4,522 | $3,165+42.9% | $4,311+4.9% | $3,203+41.2% |
| Admin fee / account holder | $3,912 | $5,076-22.9% | $7,645-48.8% | $4,296-8.9% |