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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 | $71,291 | $72,486-1.6% | $87,103-18.2% | $72,976-2.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.87% | 24.46%-0.6pp | 28.19%-4.3pp | 81.02%-57.1pp |
| Employer contribution / active EE | $5,575 | $1,894+194.4% | $2,521+121.1% | $2,440+128.5% |
| Participant deferral / active EE | $5,594 | $3,270+71.1% | $4,049+38.2% | $3,608+55.0% |
| Admin fee / account holder | $6,469 | $5,055+28.0% | $7,491-13.6% | $5,124+26.3% |