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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 | $56,985 | $67,602-15.7% | $82,312-30.8% | $70,126-18.7% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+20.9pp | 69.5%+28.2pp |
| Annual return | 13.57% | 21.57%-8.0pp | 25.88%-12.3pp | 73.15%-59.6pp |
| Employer contribution / active EE | $7,094 | $1,755+304.2% | $2,428+192.1% | $2,343+202.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,165 | $4,512+36.6% | $5,608+9.9% | $4,645+32.7% |