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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 | $67,629 | $43,333+56.1% | $59,883+12.9% | $64,181+5.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 13.68% | -1.55%+15.2pp | 3.46%+10.2pp | 7.63%+6.0pp |
| Employer contribution / active EE | $4,063 | $2,029+100.2% | $2,722+49.3% | $2,381+70.7% |
| Participant deferral / active EE | $2,876 | $2,547+12.9% | $3,402-15.4% | $3,470-17.1% |
| Admin fee / account holder | $2,610 | $3,006-13.2% | $3,591-27.3% | $4,887-46.6% |