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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 | $56,176 | $49,249+14.1% | $70,476-20.3% | $79,852-29.6% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 69.6%+26.5pp |
| Annual return | 13.13% | 30.09%-17.0pp | 109.12%-96.0pp | 31.72%-18.6pp |
| Employer contribution / active EE | $3,694 | $2,100+75.9% | $2,738+34.9% | $2,471+49.5% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,559 | $2,878-45.8% | $3,847-59.5% | $5,306-70.6% |