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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 | $88,172 | $67,602+30.4% | $82,312+7.1% | $70,126+25.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.80% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,760 | $1,755+0.3% | $2,428-27.5% | $2,343-24.9% |
| Participant deferral / active EE | $4,513 | $2,987+51.1% | $3,706+21.8% | $3,332+35.5% |
| Admin fee / account holder | $1,766 | $4,512-60.9% | $5,608-68.5% | $4,645-62.0% |