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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 | $80,618 | $67,606+19.2% | $82,313-2.1% | $70,124+15.0% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 14.77% | 21.57%-6.8pp | 25.88%-11.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $6,337 | $1,755+261.1% | $2,428+161.0% | $2,342+170.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,677 | $4,512-62.8% | $5,608-70.1% | $4,645-63.9% |