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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 | $64,076 | $39,132+63.7% | $57,196+12.0% | $62,881+1.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.90% | 9.24%-7.3pp | 14.59%-12.7pp | 20.14%-18.2pp |
| Employer contribution / active EE | $2,193 | $1,874+17.0% | $2,683-18.3% | $2,281-3.8% |
| Participant deferral / active EE | $3,677 | $2,374+54.9% | $3,096+18.8% | $3,203+14.8% |
| Admin fee / account holder | $337 | $2,594-87.0% | $3,141-89.3% | $4,296-92.2% |