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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 | $84,494 | $72,486+16.6% | $87,103-3.0% | $72,976+15.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.66% | 24.46%-4.8pp | 28.19%-8.5pp | 81.02%-61.4pp |
| Employer contribution / active EE | $1,786 | $1,894-5.7% | $2,521-29.2% | $2,440-26.8% |
| Participant deferral / active EE | $4,716 | $3,270+44.2% | $4,049+16.5% | $3,608+30.7% |
| Admin fee / account holder | $3,163 | $5,055-37.4% | $7,491-57.8% | $5,124-38.3% |