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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 | $85,507 | $81,504+4.9% | $102,437-16.5% | $80,959+5.6% |
| Participation rate | 97.5% | 66.9%+30.6pp | 74.5%+23.0pp | 67.7%+29.8pp |
| Annual return | 23.83% | 25.60%-1.8pp | 24.95%-1.1pp | 35.67%-11.8pp |
| Employer contribution / active EE | $4,234 | $3,104+36.4% | $3,871+9.4% | $2,757+53.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $591 | $6,719-91.2% | $8,388-93.0% | $6,925-91.5% |