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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 | $57,057+38.1% | $85,009-7.3% | $80,874-2.6% |
| Participation rate | 93.1% | 56.4%+36.7pp | 67.5%+25.6pp | 67.6%+25.5pp |
| Annual return | 12.63% | 21.66%-9.0pp | 66.47%-53.8pp | 35.62%-23.0pp |
| Employer contribution / active EE | $4,735 | $1,799+163.3% | $2,728+73.6% | $2,756+71.8% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,930 | $4,986+119.2% | $6,153+77.7% | $6,935+57.6% |