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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 | $68,298 | $60,349+13.2% | $74,184-7.9% | $62,881+8.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 12.95% | 21.38%-8.4pp | 17.74%-4.8pp | 20.14%-7.2pp |
| Employer contribution / active EE | $435 | $1,680-74.1% | $2,370-81.7% | $2,281-80.9% |
| Participant deferral / active EE | $3,153 | $2,856+10.4% | $3,550-11.2% | $3,203-1.6% |
| Admin fee / account holder | $27,954 | $4,261+556.1% | $5,586+400.5% | $4,296+550.7% |