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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 | $110,190 | $58,523+88.3% | $99,479+10.8% | $72,976+51.0% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 21.57% | 28.51%-6.9pp | 30.72%-9.2pp | 81.02%-59.4pp |
| Employer contribution / active EE | $1,899 | $1,512+25.6% | $2,540-25.2% | $2,440-22.2% |
| Participant deferral / active EE | $3,773 | $2,606+44.8% | $3,619+4.3% | $3,608+4.6% |
| Admin fee / account holder | $3,675 | $4,102-10.4% | $6,253-41.2% | $5,124-28.3% |