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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 | $57,315 | $56,894+0.7% | $84,753-32.4% | $62,881-8.9% |
| Participation rate | 90.6% | 68.5%+22.1pp | 76.6%+14.0pp | 69.3%+21.3pp |
| Annual return | 7.95% | 6.30%+1.6pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $8,091 | $2,400+237.2% | $3,574+126.4% | $2,281+254.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,416 | $3,581-32.5% | $5,333-54.7% | $4,296-43.7% |