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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 | $89,655 | $96,136-6.7% | $135,987-34.1% | $80,925+10.8% |
| Participation rate | 94.0% | 71.2%+22.8pp | 76.4%+17.6pp | 67.7%+26.3pp |
| Annual return | 36.66% | 28.70%+8.0pp | 580.01%-543.3pp | 35.65%+1.0pp |
| Employer contribution / active EE | $3,360 | $3,350+0.3% | $4,214-20.3% | $2,756+21.9% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,027-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,333 | $8,236-83.8% | $6,716-80.1% | $6,940-80.8% |