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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 | $63,376 | $69,541-8.9% | $59,899+5.8% | $135,380-53.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 5.35% | 7.95%-2.6pp | 3.46%+1.9pp | 519.81%-514.5pp |
| Employer contribution / active EE | $4,915 | $3,236+51.9% | $2,723+80.5% | $4,779+2.8% |
| Participant deferral / active EE | $2,422 | $4,206-42.4% | $3,402-28.8% | $5,609-56.8% |
| Admin fee / account holder | $1,771 | $5,737-69.1% | $3,592-50.7% | $10,828-83.6% |