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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 | $79,347 | $67,602+17.4% | $82,312-3.6% | $70,126+13.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.71% | 21.57%-5.9pp | 25.88%-10.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $4,729 | $1,755+169.4% | $2,428+94.7% | $2,343+101.9% |
| Participant deferral / active EE | $4,059 | $2,987+35.9% | $3,706+9.5% | $3,332+21.8% |
| Admin fee / account holder | $1,440 | $4,512-68.1% | $5,608-74.3% | $4,645-69.0% |