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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 | $60,417 | $60,349+0.1% | $74,184-18.6% | $62,881-3.9% |
| Participation rate | 97.5% | 72.7%+24.8pp | 76.6%+20.9pp | 69.3%+28.2pp |
| Annual return | 39.95% | 21.38%+18.6pp | 17.74%+22.2pp | 20.14%+19.8pp |
| Employer contribution / active EE | $4,363 | $1,680+159.6% | $2,370+84.1% | $2,281+91.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,833 | $4,261-33.5% | $5,586-49.3% | $4,296-34.0% |