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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 | $75,681 | $52,306+44.7% | $69,779+8.5% | $62,881+20.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 20.50% | 13.35%+7.1pp | 12.99%+7.5pp | 20.14%+0.4pp |
| Employer contribution / active EE | $2,464 | $1,799+37.0% | $2,338+5.4% | $2,281+8.0% |
| Participant deferral / active EE | $4,113 | $2,395+71.7% | $2,931+40.3% | $3,203+28.4% |
| Admin fee / account holder | $3,321 | $3,691-10.0% | $4,381-24.2% | $4,296-22.7% |