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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 | $79,664 | $45,050+76.8% | $63,018+26.4% | $70,126+13.6% |
| Participation rate | 96.2% | 69.5%+26.6pp | 74.8%+21.4pp | 69.5%+26.6pp |
| Annual return | 15.41% | 18.76%-3.4pp | 87.62%-72.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,471 | $2,466+203.0% | $3,330+124.4% | $3,332+124.2% |
| Admin fee / account holder | $7,103 | $2,834+150.6% | $3,601+97.3% | $4,645+52.9% |