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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 | $69,235 | $65,712+5.4% | $57,196+21.0% | $273,972-74.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.70% | 22.01%-14.3pp | 14.59%-6.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,760 | $3,280-15.9% | $2,683+2.9% | $4,869-43.3% |
| Participant deferral / active EE | $2,229 | $3,782-41.1% | $3,096-28.0% | $5,287-57.8% |
| Admin fee / account holder | $612 | $4,838-87.4% | $3,141-80.5% | $10,133-94.0% |