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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 | $77,838 | $67,602+15.1% | $82,312-5.4% | $70,126+11.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.91% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,611 | $1,755-8.2% | $2,428-33.7% | $2,343-31.2% |
| Participant deferral / active EE | $3,276 | $2,987+9.7% | $3,706-11.6% | $3,332-1.7% |
| Admin fee / account holder | $9,299 | $4,512+106.1% | $5,608+65.8% | $4,645+100.2% |