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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 | $70,649 | $67,602+4.5% | $82,312-14.2% | $70,126+0.7% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.2pp | 69.5%+27.5pp |
| Annual return | 20.62% | 21.57%-0.9pp | 25.88%-5.3pp | 73.15%-52.5pp |
| Employer contribution / active EE | $10,272 | $1,755+485.3% | $2,428+323.0% | $2,343+338.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,813 | $4,512-59.8% | $5,608-67.7% | $4,645-61.0% |