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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 | $59,692 | $60,349-1.1% | $74,184-19.5% | $62,881-5.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.72% | 21.38%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,637 | $1,680+56.9% | $2,370+11.3% | $2,281+15.6% |
| Participant deferral / active EE | $7,347 | $2,856+157.2% | $3,550+107.0% | $3,203+129.4% |
| Admin fee / account holder | $5,497 | $4,261+29.0% | $5,586-1.6% | $4,296+28.0% |