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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 | $72,617 | $67,606+7.4% | $82,313-11.8% | $70,124+3.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.55% | 21.57%-7.0pp | 25.88%-11.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,752 | $1,755-0.2% | $2,428-27.9% | $2,342-25.2% |
| Participant deferral / active EE | $3,535 | $2,987+18.3% | $3,706-4.6% | $3,332+6.1% |
| Admin fee / account holder | $1,942 | $4,512-57.0% | $5,608-65.4% | $4,645-58.2% |