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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 | $90,847 | $95,404-4.8% | $113,397-19.9% | $82,637+9.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.47% | 19.08%-1.6pp | 23.20%-5.7pp | 53.51%-36.0pp |
| Employer contribution / active EE | $2,948 | $2,307+27.8% | $2,977-1.0% | $2,552+15.5% |
| Participant deferral / active EE | $6,975 | $4,220+65.3% | $5,076+37.4% | $4,126+69.0% |
| Admin fee / account holder | $868 | $9,168-90.5% | $11,957-92.7% | $7,339-88.2% |