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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 | $69,919 | $60,349+15.9% | $74,184-5.7% | $62,881+11.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.45% | 21.38%-11.9pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $8,487 | $1,680+405.1% | $2,370+258.1% | $2,281+272.1% |
| Participant deferral / active EE | $5,678 | $2,856+98.8% | $3,550+60.0% | $3,203+77.3% |
| Admin fee / account holder | $467 | $4,261-89.0% | $5,586-91.6% | $4,296-89.1% |