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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 | $69,170 | $60,349+14.6% | $74,184-6.8% | $62,881+10.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.90% | 21.38%-15.5pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,876 | $1,680+11.7% | $2,370-20.8% | $2,281-17.7% |
| Participant deferral / active EE | $3,664 | $2,856+28.3% | $3,550+3.2% | $3,203+14.4% |
| Admin fee / account holder | $4,589 | $4,261+7.7% | $5,586-17.8% | $4,296+6.8% |