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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 | $88,031 | $67,602+30.2% | $82,312+6.9% | $70,126+25.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.30% | 21.57%-4.3pp | 25.88%-8.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $5,653 | $1,755+222.1% | $2,428+132.8% | $2,343+141.3% |
| Participant deferral / active EE | $3,411 | $2,987+14.2% | $3,706-8.0% | $3,332+2.4% |
| Admin fee / account holder | $3,907 | $4,512-13.4% | $5,608-30.3% | $4,645-15.9% |