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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 | $83,827 | $45,050+86.1% | $63,018+33.0% | $70,126+19.5% |
| Participation rate | 96.8% | 69.5%+27.3pp | 74.8%+22.0pp | 69.5%+27.2pp |
| Annual return | 16.77% | 18.76%-2.0pp | 87.62%-70.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,752 | $2,466+295.6% | $3,330+192.9% | $3,332+192.7% |
| Admin fee / account holder | $706 | $2,834-75.1% | $3,601-80.4% | $4,645-84.8% |