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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 | $70,283 | $48,078+46.2% | $78,676-10.7% | $62,881+11.8% |
| Participation rate | 97.3% | 65.2%+32.1pp | 73.6%+23.7pp | 69.3%+28.0pp |
| Annual return | 6.94% | 31.36%-24.4pp | 62.19%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $676 | $2,015-66.5% | $2,850-76.3% | $2,281-70.4% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,473 | $3,206-22.9% | $4,510-45.2% | $4,296-42.4% |