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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 | $61,990 | $56,894+9.0% | $84,753-26.9% | $62,881-1.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 18.45% | 6.30%+12.1pp | 22.78%-4.3pp | 20.14%-1.7pp |
| Employer contribution / active EE | $8,086 | $2,400+237.0% | $3,574+126.2% | $2,281+254.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,235 | $3,581-9.7% | $5,333-39.3% | $4,296-24.7% |