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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 | $81,349 | $56,894+43.0% | $84,753-4.0% | $62,881+29.4% |
| Participation rate | 97.8% | 68.5%+29.2pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 7.02% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $16,890 | $2,400+603.8% | $3,574+372.5% | $2,281+640.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,983 | $3,581+39.1% | $5,333-6.6% | $4,296+16.0% |