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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 | $95,854 | $67,602+41.8% | $82,312+16.5% | $70,126+36.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 28.33% | 21.57%+6.8pp | 25.88%+2.5pp | 73.15%-44.8pp |
| Employer contribution / active EE | $12,314 | $1,755+601.7% | $2,428+407.1% | $2,343+425.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,072 | $4,512-31.9% | $5,608-45.2% | $4,645-33.9% |