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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 | $76,648 | $61,660+24.3% | $80,022-4.2% | $64,173+19.4% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.8%+22.3pp | 69.6%+28.6pp |
| Annual return | 14.42% | -0.33%+14.7pp | 11.22%+3.2pp | 7.63%+6.8pp |
| Employer contribution / active EE | $1,818 | $1,810+0.4% | $2,468-26.3% | $2,381-23.6% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,809 | $5,417+136.5% | $6,521+96.4% | $4,887+162.1% |