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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 | $65,025 | $60,349+7.7% | $74,184-12.3% | $62,881+3.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.40% | 21.38%-15.0pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,571 | $1,680+53.0% | $2,370+8.5% | $2,281+12.7% |
| Participant deferral / active EE | $2,092 | $2,856-26.8% | $3,550-41.1% | $3,203-34.7% |
| Admin fee / account holder | $4,701 | $4,261+10.3% | $5,586-15.8% | $4,296+9.4% |