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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 | $66,307 | $62,672+5.8% | $185,117-64.2% | $70,126-5.4% |
| Participation rate | 98.7% | 63.8%+34.9pp | 77.3%+21.4pp | 69.5%+29.2pp |
| Annual return | 36.59% | 40.79%-4.2pp | 40.50%-3.9pp | 73.15%-36.6pp |
| Employer contribution / active EE | $3,867 | $1,753+120.6% | $4,182-7.5% | $2,343+65.1% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,084 | $3,932-72.4% | $8,159-86.7% | $4,645-76.7% |