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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 | $76,326 | $54,541+39.9% | $78,778-3.1% | $70,126+8.8% |
| Participation rate | 97.8% | 60.8%+37.0pp | 69.2%+28.6pp | 69.5%+28.2pp |
| Annual return | 12.97% | 21.07%-8.1pp | 35.62%-22.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $3,333 | $1,089+206.2% | $1,986+67.9% | $2,343+42.3% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,181 | $3,709+12.7% | $5,134-18.6% | $4,645-10.0% |