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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 | $121,781 | $71,873+69.4% | $86,698+40.5% | $68,490+77.8% |
| Participation rate | 98.2% | 72.2%+25.9pp | 76.6%+21.6pp | 67.9%+30.3pp |
| Annual return | 38.09% | 3.54%+34.6pp | 35.96%+2.1pp | -7.85%+45.9pp |
| Employer contribution / active EE | $1,476 | $2,173-32.1% | $2,837-48.0% | $2,597-43.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $999 | $6,110-83.6% | $7,492-86.7% | $5,403-81.5% |