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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 | $66,986 | $45,082+48.6% | $69,464-3.6% | $72,975-8.2% |
| Participation rate | 97.0% | 68.5%+28.5pp | 74.6%+22.4pp | 69.5%+27.5pp |
| Annual return | 6.79% | 22.66%-15.9pp | 28.98%-22.2pp | 81.01%-74.2pp |
| Employer contribution / active EE | $3,318 | $2,055+61.4% | $2,779+19.4% | $2,440+36.0% |
| Participant deferral / active EE | $2,958 | $2,604+13.6% | $3,536-16.3% | $3,608-18.0% |
| Admin fee / account holder | $7,012 | $3,057+129.4% | $3,840+82.6% | $5,124+36.9% |