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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 | $74,176 | $77,817-4.7% | $123,553-40.0% | $64,173+15.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 14.51% | 12.49%+2.0pp | 119.21%-104.7pp | 7.63%+6.9pp |
| Employer contribution / active EE | $3,263 | $3,014+8.3% | $4,628-29.5% | $2,381+37.0% |
| Participant deferral / active EE | $3,509 | $5,240-33.0% | $6,426-45.4% | $3,470+1.1% |
| Admin fee / account holder | $449 | $5,519-91.9% | $9,284-95.2% | $4,887-90.8% |