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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 | $108,925 | $46,596+133.8% | $64,099+69.9% | $75,181+44.9% |
| Participation rate | 97.9% | 65.9%+32.0pp | 72.3%+25.6pp | 67.2%+30.7pp |
| Annual return | 16.81% | 26.04%-9.2pp | 33.70%-16.9pp | 160.69%-143.9pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,459 | $2,837-48.6% | $3,881-62.4% | $4,126-64.6% |
| Admin fee / account holder | $3,556 | $2,954+20.4% | $3,070+15.8% | $5,650-37.1% |