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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 | $67,985 | $52,306+30.0% | $69,779-2.6% | $62,881+8.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 15.80% | 13.35%+2.4pp | 12.99%+2.8pp | 20.14%-4.3pp |
| Employer contribution / active EE | $1,791 | $1,799-0.5% | $2,338-23.4% | $2,281-21.5% |
| Participant deferral / active EE | $4,420 | $2,395+84.5% | $2,931+50.8% | $3,203+38.0% |
| Admin fee / account holder | $1,404 | $3,691-62.0% | $4,381-67.9% | $4,296-67.3% |