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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 | $77,298 | $78,013-0.9% | $178,449-56.7% | $80,911-4.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 19.57% | 18.07%+1.5pp | 27.09%-7.5pp | 35.63%-16.1pp |
| Employer contribution / active EE | $3,001 | $2,287+31.2% | $3,951-24.0% | $2,756+8.9% |
| Participant deferral / active EE | $9,473 | $4,408+114.9% | $6,277+50.9% | $4,297+120.5% |
| Admin fee / account holder | $11,030 | $7,166+53.9% | $10,362+6.4% | $6,935+59.1% |