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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 | $68,658 | $81,487-15.7% | $102,412-33.0% | $80,935-15.2% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.7%+18.1pp |
| Annual return | 68.99% | 25.60%+43.4pp | 24.94%+44.0pp | 35.66%+33.3pp |
| Employer contribution / active EE | $3,637 | $3,103+17.2% | $3,870-6.0% | $2,757+31.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,323 | $6,717-80.3% | $8,388-84.2% | $6,924-80.9% |