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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 | $76,917 | $58,493+31.5% | $84,021-8.5% | $72,975+5.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 25.76% | 28.93%-3.2pp | 71.32%-45.6pp | 81.01%-55.3pp |
| Employer contribution / active EE | $1,509 | $1,163+29.8% | $1,984-23.9% | $2,440-38.1% |
| Participant deferral / active EE | $2,505 | $2,394+4.6% | $3,239-22.7% | $3,608-30.6% |
| Admin fee / account holder | $932 | $4,569-79.6% | $6,102-84.7% | $5,124-81.8% |