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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 | $80,981 | $58,493+38.4% | $84,023-3.6% | $72,976+11.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.70% | 28.93%-8.2pp | 71.32%-50.6pp | 81.02%-60.3pp |
| Employer contribution / active EE | $3,815 | $1,163+228.1% | $1,984+92.3% | $2,440+56.4% |
| Participant deferral / active EE | $6,277 | $2,394+162.2% | $3,239+93.8% | $3,608+74.0% |
| Admin fee / account holder | $3,004 | $4,569-34.2% | $6,102-50.8% | $5,124-41.4% |