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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 | $86,165 | $53,774+60.2% | $134,162-35.8% | $79,852+7.9% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.39% | 19.01%-3.6pp | 36.35%-21.0pp | 31.72%-16.3pp |
| Employer contribution / active EE | $2,550 | $1,322+92.9% | $3,705-31.2% | $2,471+3.2% |
| Participant deferral / active EE | $3,496 | $2,420+44.5% | $3,500-0.1% | $3,740-6.5% |
| Admin fee / account holder | $4,505 | $3,985+13.0% | $6,685-32.6% | $5,306-15.1% |