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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 | $104,578 | $60,349+73.3% | $74,184+41.0% | $62,881+66.3% |
| Participation rate | 94.1% | 72.7%+21.4pp | 76.6%+17.5pp | 69.3%+24.8pp |
| Annual return | 8.15% | 21.38%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,471 | $1,680-12.5% | $2,370-38.0% | $2,281-35.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,104 | $4,261+43.2% | $5,586+9.3% | $4,296+42.1% |