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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 | $65,468 | $45,079+45.2% | $69,461-5.7% | $72,986-10.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.25% | 22.65%-2.4pp | 28.97%-8.7pp | 81.01%-60.8pp |
| Employer contribution / active EE | $2,884 | $2,055+40.4% | $2,779+3.8% | $2,440+18.2% |
| Participant deferral / active EE | $4,489 | $2,603+72.5% | $3,536+26.9% | $3,607+24.4% |
| Admin fee / account holder | $1,102 | $3,056-63.9% | $3,840-71.3% | $5,124-78.5% |