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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 | $55,906 | $46,877+19.3% | $122,354-54.3% | $70,126-20.3% |
| Participation rate | 96.9% | 58.2%+38.7pp | 71.6%+25.2pp | 69.5%+27.3pp |
| Annual return | 14.15% | 24.22%-10.1pp | 30.28%-16.1pp | 73.15%-59.0pp |
| Employer contribution / active EE | $4,818 | $1,288+274.0% | $4,051+18.9% | $2,343+105.7% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $477 | $3,324-85.6% | $5,479-91.3% | $4,645-89.7% |