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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 | $112,189 | $80,983+38.5% | $96,544+16.2% | $75,177+49.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 26.43% | 27.05%-0.6pp | 25.88%+0.5pp | 160.75%-134.3pp |
| Employer contribution / active EE | $1,538 | $2,282-32.6% | $2,966-48.1% | $2,671-42.4% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,973 | $6,717+3.8% | $8,254-15.5% | $5,651+23.4% |