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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 | $65,724 | $106,524-38.3% | $152,301-56.8% | $87,485-24.9% |
| Participation rate | 98.6% | 75.8%+22.9pp | 82.4%+16.2pp | 68.9%+29.7pp |
| Annual return | 0.00% | 26.89%-26.9pp | 80.50%-80.5pp | 26.06%-26.1pp |
| Employer contribution / active EE | $4,344 | $3,371+28.8% | $4,624-6.1% | $2,596+67.3% |
| Participant deferral / active EE | $11,629 | $6,525+78.2% | $8,004+45.3% | $4,274+172.1% |
| Admin fee / account holder | $4,885 | $8,287-41.1% | $14,398-66.1% | $7,775-37.2% |