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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 | $77,672 | $64,706+20.0% | $112,244-30.8% | $68,498+13.4% |
| Participation rate | 98.0% | 67.1%+30.9pp | 75.1%+23.0pp | 67.9%+30.1pp |
| Annual return | 3.50% | -11.40%+14.9pp | 27.46%-24.0pp | -7.84%+11.3pp |
| Employer contribution / active EE | $7,415 | $2,746+170.0% | $3,635+104.0% | $2,596+185.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $621 | $5,231-88.1% | $6,411-90.3% | $5,403-88.5% |