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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 | $76,358 | $57,140+33.6% | $85,240-10.4% | $80,959-5.7% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 16.15% | 21.71%-5.6pp | 66.75%-50.6pp | 35.67%-19.5pp |
| Employer contribution / active EE | $2,654 | $1,802+47.3% | $2,735-3.0% | $2,757-3.8% |
| Participant deferral / active EE | $5,796 | $3,115+86.0% | $4,527+28.0% | $4,300+34.8% |
| Admin fee / account holder | $336 | $4,992-93.3% | $6,165-94.5% | $6,925-95.1% |