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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 | $76,166 | $80,992-6.0% | $96,534-21.1% | $75,173+1.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.96% | 27.05%-7.1pp | 25.88%-5.9pp | 160.72%-140.8pp |
| Employer contribution / active EE | $3,071 | $2,283+34.5% | $2,965+3.5% | $2,671+15.0% |
| Participant deferral / active EE | $3,675 | $3,929-6.5% | $4,851-24.2% | $4,126-10.9% |
| Admin fee / account holder | $8,027 | $6,717+19.5% | $8,253-2.7% | $5,651+42.1% |