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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 | $77,000 | $81,233-5.2% | $155,567-50.5% | $80,874-4.8% |
| Participation rate | 97.1% | 66.2%+30.9pp | 78.2%+18.9pp | 67.6%+29.5pp |
| Annual return | 12.17% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $3,786 | $3,101+22.1% | $4,674-19.0% | $2,756+37.4% |
| Participant deferral / active EE | $5,853 | $3,452+69.6% | $5,628+4.0% | $4,297+36.2% |
| Admin fee / account holder | $3,478 | $7,998-56.5% | $15,916-78.2% | $6,935-49.9% |