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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 | $82,385 | $43,344+90.1% | $59,899+37.5% | $64,173+28.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.08% | -1.55%+9.6pp | 3.46%+4.6pp | 7.63%+0.4pp |
| Employer contribution / active EE | $4,193 | $2,030+106.6% | $2,723+54.0% | $2,381+76.1% |
| Participant deferral / active EE | $5,148 | $2,547+102.1% | $3,402+51.3% | $3,470+48.4% |
| Admin fee / account holder | $1,482 | $3,008-50.7% | $3,592-58.7% | $4,887-69.7% |