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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 | $73,623 | $60,349+22.0% | $74,184-0.8% | $62,881+17.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.07% | 21.38%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,895 | $1,680+12.8% | $2,370-20.0% | $2,281-16.9% |
| Participant deferral / active EE | $3,757 | $2,856+31.5% | $3,550+5.8% | $3,203+17.3% |
| Admin fee / account holder | $2,720 | $4,261-36.2% | $5,586-51.3% | $4,296-36.7% |