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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 | $80,102 | $63,845+25.5% | $81,370-1.6% | $80,959-1.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 10.40% | 16.37%-6.0pp | 24.85%-14.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,641 | $1,980+33.4% | $2,464+7.2% | $2,757-4.2% |
| Participant deferral / active EE | $4,317 | $3,093+39.6% | $3,885+11.1% | $4,300+0.4% |
| Admin fee / account holder | $6,885 | $5,688+21.0% | $5,749+19.8% | $6,925-0.6% |