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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 | $69,474 | $67,602+2.8% | $82,312-15.6% | $70,126-0.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.65% | 21.57%-1.9pp | 25.88%-6.2pp | 73.15%-53.5pp |
| Employer contribution / active EE | $5,164 | $1,755+194.3% | $2,428+112.7% | $2,343+120.5% |
| Participant deferral / active EE | $9,202 | $2,987+208.0% | $3,706+148.3% | $3,332+176.2% |
| Admin fee / account holder | $774 | $4,512-82.8% | $5,608-86.2% | $4,645-83.3% |