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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 | $91,882 | $70,486+30.4% | $100,535-8.6% | $79,856+15.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 15.30% | 21.90%-6.6pp | 30.90%-15.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,336 | $2,165+54.1% | $3,419-2.4% | $2,471+35.0% |
| Participant deferral / active EE | $2,642 | $5,182-49.0% | $6,271-57.9% | $3,741-29.4% |
| Admin fee / account holder | $526 | $4,480-88.3% | $8,085-93.5% | $5,306-90.1% |