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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 | $64,517+24.2% | $81,438-1.6% | $80,874-1.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 10.40% | 16.35%-5.9pp | 24.74%-14.3pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,641 | $1,982+33.3% | $2,460+7.4% | $2,756-4.1% |
| Participant deferral / active EE | $4,317 | $3,096+39.5% | $3,883+11.2% | $4,297+0.5% |
| Admin fee / account holder | $6,885 | $5,677+21.3% | $5,764+19.5% | $6,935-0.7% |