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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 | $79,798 | $45,087+77.0% | $69,483+14.8% | $72,976+9.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 22.39% | 22.67%-0.3pp | 28.99%-6.6pp | 81.02%-58.6pp |
| Employer contribution / active EE | $3,398 | $2,055+65.3% | $2,780+22.2% | $2,440+39.3% |
| Participant deferral / active EE | $2,498 | $2,603-4.0% | $3,537-29.4% | $3,608-30.8% |
| Admin fee / account holder | $705 | $3,057-76.9% | $3,841-81.6% | $5,124-86.2% |