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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 | $76,879 | $54,541+41.0% | $78,778-2.4% | $70,126+9.6% |
| Participation rate | 97.9% | 60.8%+37.1pp | 69.2%+28.7pp | 69.5%+28.4pp |
| Annual return | 18.86% | 21.07%-2.2pp | 35.62%-16.8pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,625 | $1,089+49.3% | $1,986-18.2% | $2,343-30.6% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,738 | $3,709+81.7% | $5,134+31.2% | $4,645+45.0% |