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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 | $78,779 | $57,140+37.9% | $85,240-7.6% | $80,959-2.7% |
| Participation rate | 93.1% | 56.4%+36.7pp | 67.5%+25.6pp | 67.7%+25.4pp |
| Annual return | 12.63% | 21.71%-9.1pp | 66.75%-54.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $4,735 | $1,802+162.8% | $2,735+73.1% | $2,757+71.7% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,930 | $4,992+119.0% | $6,165+77.3% | $6,925+57.8% |