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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 | $87,607 | $62,583+40.0% | $76,767+14.1% | $64,173+36.5% |
| Participation rate | 97.7% | 72.8%+24.9pp | 77.0%+20.7pp | 69.6%+28.1pp |
| Annual return | 16.20% | -1.95%+18.1pp | 2.43%+13.8pp | 7.63%+8.6pp |
| Employer contribution / active EE | $2,632 | $1,832+43.7% | $2,485+5.9% | $2,381+10.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,237 | $4,667+97.9% | $6,675+38.4% | $4,887+89.0% |