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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 | $54,983 | $49,976+10.0% | $66,674-17.5% | $82,637-33.5% |
| Participation rate | 97.1% | 63.1%+34.0pp | 73.7%+23.4pp | 68.1%+29.0pp |
| Annual return | 15.56% | 39.09%-23.5pp | 321.24%-305.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $3,162 | $1,988+59.0% | $2,620+20.7% | $2,552+23.9% |
| Participant deferral / active EE | $878 | $2,847-69.2% | $4,084-78.5% | $4,126-78.7% |
| Admin fee / account holder | $5,806 | $4,594+26.4% | $5,098+13.9% | $7,339-20.9% |