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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 | $94,654 | $88,370+7.1% | $112,977-16.2% | $79,856+18.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 13.50% | 23.16%-9.7pp | 24.24%-10.7pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,989 | $3,398+17.4% | $4,255-6.2% | $2,471+61.4% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,057 | $5,750-81.6% | $6,294-83.2% | $5,306-80.1% |