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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 | $77,971 | $78,197-0.3% | $98,090-20.5% | $82,637-5.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 28.53% | 40.25%-11.7pp | 37.05%-8.5pp | 53.51%-25.0pp |
| Employer contribution / active EE | $1,236 | $2,605-52.5% | $3,606-65.7% | $2,552-51.6% |
| Participant deferral / active EE | $11,585 | $6,636+74.6% | $7,845+47.7% | $4,126+180.8% |
| Admin fee / account holder | $4,903 | $14,832-66.9% | $11,815-58.5% | $7,339-33.2% |