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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 | $214,542 | $62,583+242.8% | $76,767+179.5% | $64,173+234.3% |
| Participation rate | 97.9% | 72.8%+25.1pp | 77.0%+21.0pp | 69.6%+28.3pp |
| Annual return | 14.93% | -1.95%+16.9pp | 2.43%+12.5pp | 7.63%+7.3pp |
| Employer contribution / active EE | $2,542 | $1,832+38.8% | $2,485+2.3% | $2,381+6.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $655 | $4,667-86.0% | $6,675-90.2% | $4,887-86.6% |