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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 | $86,949 | $60,349+44.1% | $74,184+17.2% | $62,881+38.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 13.60% | 21.38%-7.8pp | 17.74%-4.1pp | 20.14%-6.5pp |
| Employer contribution / active EE | $4,375 | $1,680+160.4% | $2,370+84.6% | $2,281+91.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,100 | $4,261-27.2% | $5,586-44.5% | $4,296-27.8% |