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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 | $63,029 | $63,082-0.1% | $81,726-22.9% | $79,856-21.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 19.09% | 22.66%-3.6pp | 29.49%-10.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,630 | $1,795+46.5% | $4,311-39.0% | $2,471+6.4% |
| Participant deferral / active EE | $3,046 | $2,780+9.6% | $7,108-57.1% | $3,741-18.6% |
| Admin fee / account holder | $5,587 | $4,428+26.2% | $5,160+8.3% | $5,306+5.3% |