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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 | $68,693 | $71,873-4.4% | $86,698-20.8% | $68,490+0.3% |
| Participation rate | 97.1% | 72.2%+24.9pp | 76.6%+20.6pp | 67.9%+29.2pp |
| Annual return | 11.27% | 3.54%+7.7pp | 35.96%-24.7pp | -7.85%+19.1pp |
| Employer contribution / active EE | $5,933 | $2,173+173.0% | $2,837+109.1% | $2,597+128.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,272 | $6,110-62.8% | $7,492-69.7% | $5,403-58.0% |