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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 | $68,034 | $58,493+16.3% | $84,023-19.0% | $72,976-6.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 26.14% | 28.93%-2.8pp | 71.32%-45.2pp | 81.02%-54.9pp |
| Employer contribution / active EE | $2,347 | $1,163+101.8% | $1,984+18.3% | $2,440-3.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,029 | $4,569+97.6% | $6,102+48.0% | $5,124+76.2% |