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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 | $121,689 | $58,493+108.0% | $84,021+44.8% | $72,975+66.8% |
| Participation rate | 98.2% | 61.2%+37.0pp | 69.0%+29.2pp | 69.5%+28.7pp |
| Annual return | 21.88% | 28.93%-7.1pp | 71.32%-49.4pp | 81.01%-59.1pp |
| Employer contribution / active EE | $2,837 | $1,163+143.9% | $1,984+43.0% | $2,440+16.2% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,966 | $4,569-13.2% | $6,102-35.0% | $5,124-22.6% |