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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 | $90,000 | $86,938+3.5% | $102,423-12.1% | $80,925+11.2% |
| Participation rate | 98.1% | 72.4%+25.7pp | 76.5%+21.6pp | 67.7%+30.5pp |
| Annual return | 48.17% | 18.89%+29.3pp | 29.42%+18.7pp | 35.65%+12.5pp |
| Employer contribution / active EE | $1,149 | $2,369-51.5% | $3,023-62.0% | $2,756-58.3% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $624 | $8,053-92.2% | $9,455-93.4% | $6,940-91.0% |