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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 | $85,474 | $72,492+17.9% | $87,104-1.9% | $72,975+17.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.38% | 24.46%-2.1pp | 28.19%-5.8pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,192 | $1,894-37.0% | $2,521-52.7% | $2,440-51.1% |
| Participant deferral / active EE | $7,275 | $3,270+122.5% | $4,048+79.7% | $3,608+101.6% |
| Admin fee / account holder | $9,954 | $5,055+96.9% | $7,491+32.9% | $5,124+94.3% |