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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 | $73,928 | $35,183+110.1% | $73,545+0.5% | $70,124+5.4% |
| Participation rate | 97.6% | 42.9%+54.6pp | 54.9%+42.6pp | 69.5%+28.0pp |
| Annual return | 23.77% | 26.90%-3.1pp | -15.16%+38.9pp | 73.14%-49.4pp |
| Employer contribution / active EE | $506 | $709-28.6% | $1,219-58.5% | $2,342-78.4% |
| Participant deferral / active EE | $4,248 | $1,220+248.2% | $1,806+135.2% | $3,332+27.5% |
| Admin fee / account holder | $2,386 | $2,302+3.6% | $2,320+2.9% | $4,645-48.6% |