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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 | $90,649 | $67,606+34.1% | $82,313+10.1% | $70,124+29.3% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.8pp | 69.5%+28.1pp |
| Annual return | 15.82% | 21.57%-5.7pp | 25.88%-10.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $3,488 | $1,755+98.8% | $2,428+43.7% | $2,342+48.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,295 | $4,512-49.1% | $5,608-59.1% | $4,645-50.6% |