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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 | $135,277 | $80,983+67.0% | $96,544+40.1% | $75,177+79.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.85% | 27.05%-5.2pp | 25.88%-4.0pp | 160.75%-138.9pp |
| Employer contribution / active EE | $941 | $2,282-58.8% | $2,966-68.3% | $2,671-64.8% |
| Participant deferral / active EE | $5,083 | $3,929+29.4% | $4,851+4.8% | $4,126+23.2% |
| Admin fee / account holder | $1,005 | $6,717-85.0% | $8,254-87.8% | $5,651-82.2% |