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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 | $76,614 | $82,032-6.6% | $123,106-37.8% | $59,633+28.5% |
| Participation rate | 97.7% | 83.2%+14.5pp | 86.8%+10.9pp | 68.7%+29.0pp |
| Annual return | 9.58% | 5.12%+4.5pp | 13.22%-3.6pp | 2041.40%-2031.8pp |
| Employer contribution / active EE | $2,558 | $3,297-22.4% | $5,151-50.3% | $2,203+16.1% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,409 | $5,881+60.0% | $9,015+4.4% | $4,297+119.0% |