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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 | $77,220 | $60,349+28.0% | $74,184+4.1% | $62,881+22.8% |
| Participation rate | 98.1% | 72.7%+25.3pp | 76.6%+21.5pp | 69.3%+28.8pp |
| Annual return | 6.72% | 21.38%-14.7pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,462 | $1,680-13.0% | $2,370-38.3% | $2,281-35.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $43,832 | $4,261+928.7% | $5,586+684.7% | $4,296+920.4% |