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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 | $79,870 | $79,955-0.1% | $98,450-18.9% | $75,181+6.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.25% | 19.75%-2.5pp | 21.16%-3.9pp | 160.69%-143.4pp |
| Employer contribution / active EE | $3,023 | $2,264+33.5% | $3,049-0.8% | $2,671+13.2% |
| Participant deferral / active EE | $7,322 | $3,752+95.1% | $4,739+54.5% | $4,126+77.5% |
| Admin fee / account holder | $13,873 | $6,841+102.8% | $8,961+54.8% | $5,650+145.5% |