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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 | $77,880 | $56,894+36.9% | $84,753-8.1% | $62,881+23.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.73% | 6.30%+4.4pp | 22.78%-12.1pp | 20.14%-9.4pp |
| Employer contribution / active EE | $3,319 | $2,400+38.3% | $3,574-7.2% | $2,281+45.5% |
| Participant deferral / active EE | $4,468 | $2,709+64.9% | $3,712+20.4% | $3,203+39.5% |
| Admin fee / account holder | $2,748 | $3,581-23.3% | $5,333-48.5% | $4,296-36.0% |