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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 | $112,143 | $72,012+55.7% | $185,808-39.6% | $79,860+40.4% |
| Participation rate | 98.5% | 65.8%+32.8pp | 78.0%+20.5pp | 69.6%+28.9pp |
| Annual return | 13.09% | 23.12%-10.0pp | 35.95%-22.9pp | 31.72%-18.6pp |
| Employer contribution / active EE | $3,295 | $1,965+67.7% | $4,086-19.4% | $2,471+33.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,095 | $4,513-53.6% | $9,501-78.0% | $5,306-60.5% |