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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 | $70,452 | $60,349+16.7% | $74,184-5.0% | $62,881+12.0% |
| Participation rate | 94.3% | 72.7%+21.6pp | 76.6%+17.7pp | 69.3%+25.0pp |
| Annual return | 4.91% | 21.38%-16.5pp | 17.74%-12.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $7,586 | $1,680+351.5% | $2,370+220.1% | $2,281+232.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,280 | $4,261-69.9% | $5,586-77.1% | $4,296-70.2% |