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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 | $97,806 | $67,602+44.7% | $82,312+18.8% | $70,126+39.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.45% | 21.57%-7.1pp | 25.88%-11.4pp | 73.15%-58.7pp |
| Employer contribution / active EE | $566 | $1,755-67.8% | $2,428-76.7% | $2,343-75.9% |
| Participant deferral / active EE | $5,463 | $2,987+82.9% | $3,706+47.4% | $3,332+64.0% |
| Admin fee / account holder | $1,288 | $4,512-71.5% | $5,608-77.0% | $4,645-72.3% |