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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 | $85,497 | $60,349+41.7% | $74,184+15.3% | $62,881+36.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.40% | 21.38%-15.0pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,657 | $1,680-1.4% | $2,370-30.1% | $2,281-27.4% |
| Participant deferral / active EE | $3,480 | $2,856+21.8% | $3,550-2.0% | $3,203+8.7% |
| Admin fee / account holder | $6,644 | $4,261+55.9% | $5,586+19.0% | $4,296+54.7% |