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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 | $84,808 | $56,544+50.0% | $75,501+12.3% | $70,126+20.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 16.21% | 23.59%-7.4pp | 27.35%-11.1pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,378 | $1,817+30.9% | $2,352+1.1% | $2,343+1.5% |
| Participant deferral / active EE | $3,077 | $2,580+19.3% | $3,142-2.1% | $3,332-7.6% |
| Admin fee / account holder | $888 | $3,827-76.8% | $5,801-84.7% | $4,645-80.9% |