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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 | $69,054 | $45,050+53.3% | $63,018+9.6% | $70,126-1.5% |
| Participation rate | 93.9% | 69.5%+24.4pp | 74.8%+19.1pp | 69.5%+24.4pp |
| Annual return | 18.91% | 18.76%+0.1pp | 87.62%-68.7pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,396 | $2,466+200.0% | $3,330+122.1% | $3,332+122.0% |
| Admin fee / account holder | $4,131 | $2,834+45.8% | $3,601+14.7% | $4,645-11.1% |