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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 | $57,750 | $67,602-14.6% | $82,312-29.8% | $70,126-17.6% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.3pp |
| Annual return | 13.78% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.4pp |
| Employer contribution / active EE | $4,611 | $1,755+162.8% | $2,428+89.9% | $2,343+96.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,546 | $4,512+22.9% | $5,608-1.1% | $4,645+19.4% |