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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 | $64,704 | $72,114-10.3% | $108,745-40.5% | $62,881+2.9% |
| Participation rate | 96.5% | 74.6%+21.9pp | 77.7%+18.8pp | 69.3%+27.2pp |
| Annual return | 15.69% | 13.41%+2.3pp | 46.22%-30.5pp | 20.14%-4.5pp |
| Employer contribution / active EE | $3,441 | $2,694+27.8% | $3,323+3.6% | $2,281+50.9% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,128 | $4,608-75.5% | $6,144-81.6% | $4,296-73.7% |