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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 | $144,250 | $72,471+99.0% | $94,215+53.1% | $86,983+65.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 25.76% | 26.44%-0.7pp | 28.22%-2.5pp | 25.83%-0.1pp |
| Employer contribution / active EE | $1,743 | $1,936-10.0% | $2,675-34.8% | $2,584-32.6% |
| Participant deferral / active EE | $3,586 | $3,397+5.6% | $4,276-16.1% | $4,194-14.5% |
| Admin fee / account holder | $399 | $6,468-93.8% | $10,216-96.1% | $7,856-94.9% |