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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 | $73,014 | $67,602+8.0% | $82,312-11.3% | $70,126+4.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.39% | 21.57%-3.2pp | 25.88%-7.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $5,327 | $1,755+203.5% | $2,428+119.4% | $2,343+127.4% |
| Participant deferral / active EE | $3,057 | $2,987+2.3% | $3,706-17.5% | $3,332-8.3% |
| Admin fee / account holder | $522 | $4,512-88.4% | $5,608-90.7% | $4,645-88.8% |