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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 | $57,073+38.0% | $85,126-7.5% | $80,925-2.7% |
| Participation rate | 93.1% | 56.4%+36.7pp | 67.5%+25.6pp | 67.7%+25.4pp |
| Annual return | 12.63% | 21.69%-9.1pp | 66.63%-54.0pp | 35.65%-23.0pp |
| Employer contribution / active EE | $4,735 | $1,801+163.0% | $2,731+73.4% | $2,756+71.8% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,930 | $4,988+119.1% | $6,160+77.4% | $6,940+57.5% |