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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 | $76,283 | $67,602+12.8% | $82,312-7.3% | $70,126+8.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 28.70% | 21.57%+7.1pp | 25.88%+2.8pp | 73.15%-44.5pp |
| Employer contribution / active EE | $562 | $1,755-68.0% | $2,428-76.8% | $2,343-76.0% |
| Participant deferral / active EE | $6,663 | $2,987+123.0% | $3,706+79.8% | $3,332+100.0% |
| Admin fee / account holder | $6,800 | $4,512+50.7% | $5,608+21.3% | $4,645+46.4% |