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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 | $85,166 | $55,713+52.9% | $75,901+12.2% | $72,975+16.7% |
| Participation rate | 97.7% | 61.1%+36.6pp | 69.3%+28.4pp | 69.5%+28.2pp |
| Annual return | 17.32% | 27.60%-10.3pp | 30.76%-13.4pp | 81.01%-63.7pp |
| Employer contribution / active EE | $4,834 | $1,687+186.6% | $2,501+93.3% | $2,440+98.1% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,171 | $3,980-70.6% | $5,420-78.4% | $5,124-77.2% |