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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 | $91,445 | $72,486+26.2% | $87,103+5.0% | $72,976+25.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.36% | 24.46%-4.1pp | 28.19%-7.8pp | 81.02%-60.7pp |
| Employer contribution / active EE | $2,034 | $1,894+7.4% | $2,521-19.3% | $2,440-16.6% |
| Participant deferral / active EE | $3,809 | $3,270+16.5% | $4,049-5.9% | $3,608+5.6% |
| Admin fee / account holder | $742 | $5,055-85.3% | $7,491-90.1% | $5,124-85.5% |