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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 | $87,736 | $45,087+94.6% | $69,483+26.3% | $72,976+20.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.71% | 22.67%-7.0pp | 28.99%-13.3pp | 81.02%-65.3pp |
| Employer contribution / active EE | $773 | $2,055-62.4% | $2,780-72.2% | $2,440-68.3% |
| Participant deferral / active EE | $2,370 | $2,603-9.0% | $3,537-33.0% | $3,608-34.3% |
| Admin fee / account holder | $3,285 | $3,057+7.5% | $3,841-14.5% | $5,124-35.9% |