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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 | $93,370 | $72,492+28.8% | $87,102+7.2% | $72,983+27.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 29.12% | 24.46%+4.7pp | 28.19%+0.9pp | 81.01%-51.9pp |
| Employer contribution / active EE | $1,538 | $1,894-18.8% | $2,521-39.0% | $2,440-36.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,475 | $5,055-11.5% | $7,491-40.3% | $5,124-12.7% |