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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 | $74,626 | $56,894+31.2% | $84,753-11.9% | $62,881+18.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.59% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,302 | $2,400-4.1% | $3,574-35.6% | $2,281+0.9% |
| Participant deferral / active EE | $3,149 | $2,709+16.2% | $3,712-15.2% | $3,203-1.7% |
| Admin fee / account holder | $2,461 | $3,581-31.3% | $5,333-53.9% | $4,296-42.7% |