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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 | $37,378 | $47,848-21.9% | $81,473-54.1% | $70,126-46.7% |
| Participation rate | 98.6% | 58.3%+40.3pp | 68.0%+30.6pp | 69.5%+29.0pp |
| Annual return | 87.56% | 27.25%+60.3pp | 38.78%+48.8pp | 73.15%+14.4pp |
| Employer contribution / active EE | $2,539 | $1,527+66.2% | $2,568-1.1% | $2,343+8.4% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,309 | $3,145-58.4% | $4,561-71.3% | $4,645-71.8% |