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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 | $76,395 | $72,177+5.8% | $115,038-33.6% | $59,633+28.1% |
| Participation rate | 97.6% | 72.6%+25.1pp | 81.4%+16.3pp | 68.7%+28.9pp |
| Annual return | 0.96% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $2,958 | $2,841+4.1% | $4,608-35.8% | $2,203+34.3% |
| Participant deferral / active EE | $7,833 | $4,783+63.8% | $6,026+30.0% | $3,192+145.4% |
| Admin fee / account holder | $12,827 | $4,927+160.3% | $8,175+56.9% | $4,297+198.5% |