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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 | $80,309 | $72,492+10.8% | $87,104-7.8% | $72,975+10.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.77% | 24.46%+1.3pp | 28.19%-2.4pp | 81.01%-55.2pp |
| Employer contribution / active EE | $1,502 | $1,894-20.7% | $2,521-40.4% | $2,440-38.4% |
| Participant deferral / active EE | $4,588 | $3,270+40.3% | $4,048+13.3% | $3,608+27.2% |
| Admin fee / account holder | $12,366 | $5,055+144.6% | $7,491+65.1% | $5,124+141.3% |