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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 | $85,323 | $86,949-1.9% | $102,460-16.7% | $80,959+5.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 24.06% | 18.89%+5.2pp | 29.47%-5.4pp | 35.67%-11.6pp |
| Employer contribution / active EE | $9,269 | $2,370+291.1% | $3,025+206.4% | $2,757+236.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,975 | $8,048-38.2% | $9,460-47.4% | $6,925-28.2% |