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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 | $117,216 | $43,075+172.1% | $74,577+57.2% | $62,881+86.4% |
| Participation rate | 98.9% | 58.1%+40.8pp | 68.1%+30.8pp | 69.3%+29.6pp |
| Annual return | 11.27% | 17.50%-6.2pp | 20.47%-9.2pp | 20.14%-8.9pp |
| Employer contribution / active EE | $2,910 | $1,498+94.3% | $2,525+15.2% | $2,281+27.6% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,728 | $2,840-39.1% | $4,138-58.2% | $4,296-59.8% |