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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 | $59,257 | $45,087+31.4% | $69,483-14.7% | $72,976-18.8% |
| Participation rate | 90.9% | 68.5%+22.4pp | 74.6%+16.3pp | 69.5%+21.4pp |
| Annual return | 15.90% | 22.67%-6.8pp | 28.99%-13.1pp | 81.02%-65.1pp |
| Employer contribution / active EE | $3,168 | $2,055+54.1% | $2,780+14.0% | $2,440+29.8% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $19,894 | $3,057+550.8% | $3,841+417.9% | $5,124+288.2% |