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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 | $88,548 | $145,431-39.1% | $211,142-58.1% | $87,485+1.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 27.09% | 27.21%-0.1pp | 46.84%-19.7pp | 26.06%+1.0pp |
| Employer contribution / active EE | $3,066 | $4,662-34.2% | $6,442-52.4% | $2,596+18.1% |
| Participant deferral / active EE | $12,231 | $6,859+78.3% | $9,284+31.7% | $4,274+186.2% |
| Admin fee / account holder | $2,091 | $17,052-87.7% | $19,076-89.0% | $7,775-73.1% |