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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 | $74,013 | $72,486+2.1% | $87,103-15.0% | $72,976+1.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.25% | 24.46%-4.2pp | 28.19%-7.9pp | 81.02%-60.8pp |
| Employer contribution / active EE | $1,424 | $1,894-24.8% | $2,521-43.5% | $2,440-41.6% |
| Participant deferral / active EE | $4,360 | $3,270+33.4% | $4,049+7.7% | $3,608+20.9% |
| Admin fee / account holder | $957 | $5,055-81.1% | $7,491-87.2% | $5,124-81.3% |