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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 | $75,850 | $58,627+29.4% | $76,735-1.2% | $82,448-8.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 14.21% | 39.10%-24.9pp | 29.77%-15.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,350 | $1,729+93.7% | $2,454+36.5% | $2,551+31.3% |
| Participant deferral / active EE | $7,416 | $3,134+136.7% | $4,088+81.4% | $4,139+79.2% |
| Admin fee / account holder | $18,498 | $5,323+247.5% | $7,189+157.3% | $7,234+155.7% |