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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 | $73,690 | $67,602+9.0% | $82,312-10.5% | $70,126+5.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 27.43% | 21.57%+5.9pp | 25.88%+1.6pp | 73.15%-45.7pp |
| Employer contribution / active EE | $8,571 | $1,755+388.4% | $2,428+253.0% | $2,343+265.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,227 | $4,512+38.0% | $5,608+11.0% | $4,645+34.0% |