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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 | $91,175 | $67,602+34.9% | $82,312+10.8% | $70,126+30.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.54% | 21.57%-4.0pp | 25.88%-8.3pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,647 | $1,755-6.2% | $2,428-32.2% | $2,343-29.7% |
| Participant deferral / active EE | $4,732 | $2,987+58.4% | $3,706+27.7% | $3,332+42.0% |
| Admin fee / account holder | $3,158 | $4,512-30.0% | $5,608-43.7% | $4,645-32.0% |