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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 | $98,842 | $72,486+36.4% | $87,103+13.5% | $72,976+35.4% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 25.82% | 24.46%+1.4pp | 28.19%-2.4pp | 81.02%-55.2pp |
| Employer contribution / active EE | $4,279 | $1,894+125.9% | $2,521+69.7% | $2,440+75.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $916 | $5,055-81.9% | $7,491-87.8% | $5,124-82.1% |