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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 | $62,331 | $60,349+3.3% | $74,184-16.0% | $62,881-0.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.22% | 21.38%-12.2pp | 17.74%-8.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $3,379 | $1,680+101.1% | $2,370+42.6% | $2,281+48.1% |
| Participant deferral / active EE | $2,240 | $2,856-21.6% | $3,550-36.9% | $3,203-30.1% |
| Admin fee / account holder | $3,553 | $4,261-16.6% | $5,586-36.4% | $4,296-17.3% |