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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 | $45,069 | $43,344+4.0% | $59,899-24.8% | $64,173-29.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 19.23% | -1.55%+20.8pp | 3.46%+15.8pp | 7.63%+11.6pp |
| Employer contribution / active EE | $6,846 | $2,030+237.3% | $2,723+151.4% | $2,381+187.6% |
| Participant deferral / active EE | $8,215 | $2,547+222.5% | $3,402+141.4% | $3,470+136.8% |
| Admin fee / account holder | $1,384 | $3,008-54.0% | $3,592-61.5% | $4,887-71.7% |