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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 | $87,729 | $88,707-1.1% | $74,184+18.3% | $273,972-68.0% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 13.13% | 11.94%+1.2pp | 17.74%-4.6pp | 41.46%-28.3pp |
| Employer contribution / active EE | $6,516 | $3,159+106.2% | $2,370+174.9% | $4,869+33.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,112 | $8,717-87.2% | $5,586-80.1% | $10,133-89.0% |