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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 | $78,521 | $45,079+74.2% | $69,461+13.0% | $72,983+7.6% |
| Participation rate | 92.9% | 68.5%+24.4pp | 74.6%+18.2pp | 69.5%+23.4pp |
| Annual return | 20.65% | 22.65%-2.0pp | 28.97%-8.3pp | 81.01%-60.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,695 | $2,603+80.4% | $3,536+32.8% | $3,608+30.1% |
| Admin fee / account holder | $771 | $3,056-74.8% | $3,840-79.9% | $5,124-85.0% |