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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 | $80,675 | $58,828+37.1% | $78,002+3.4% | $62,881+28.3% |
| Participation rate | 98.0% | 71.1%+27.0pp | 75.5%+22.5pp | 69.3%+28.7pp |
| Annual return | 27.54% | 17.16%+10.4pp | 425.99%-398.5pp | 20.14%+7.4pp |
| Employer contribution / active EE | $2,934 | $1,672+75.5% | $2,470+18.8% | $2,281+28.6% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,393 | $4,393-68.3% | $5,481-74.6% | $4,296-67.6% |