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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 | $62,732 | $57,828+8.5% | $117,039-46.4% | $70,126-10.5% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 12.13% | 17.55%-5.4pp | 18.95%-6.8pp | 73.15%-61.0pp |
| Employer contribution / active EE | $5,702 | $1,816+214.0% | $3,785+50.7% | $2,343+143.4% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,089 | $3,548-41.1% | $5,974-65.0% | $4,645-55.0% |