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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 | $85,440 | $57,073+49.7% | $85,126+0.4% | $80,925+5.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 23.27% | 21.69%+1.6pp | 66.63%-43.4pp | 35.65%-12.4pp |
| Employer contribution / active EE | $3,021 | $1,801+67.8% | $2,731+10.6% | $2,756+9.6% |
| Participant deferral / active EE | $3,718 | $3,113+19.4% | $4,523-17.8% | $4,299-13.5% |
| Admin fee / account holder | $4,048 | $4,988-18.8% | $6,160-34.3% | $6,940-41.7% |