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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 | $71,968 | $72,177-0.3% | $115,037-37.4% | $59,633+20.7% |
| Participation rate | 92.5% | 72.6%+19.9pp | 81.4%+11.1pp | 68.7%+23.8pp |
| Annual return | 3.75% | 12.02%-8.3pp | 26.14%-22.4pp | 2041.40%-2037.6pp |
| Employer contribution / active EE | $4,248 | $2,841+49.5% | $4,608-7.8% | $2,203+92.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,758 | $4,927-64.3% | $8,175-78.5% | $4,297-59.1% |