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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 | $79,049 | $58,493+35.1% | $84,021-5.9% | $72,975+8.3% |
| Participation rate | 95.7% | 61.2%+34.4pp | 69.0%+26.6pp | 69.5%+26.2pp |
| Annual return | 17.52% | 28.93%-11.4pp | 71.32%-53.8pp | 81.01%-63.5pp |
| Employer contribution / active EE | $1,087 | $1,163-6.5% | $1,984-45.2% | $2,440-55.5% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,083 | $4,569+33.2% | $6,102-0.3% | $5,124+18.7% |