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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 | $90,739 | $81,446+11.4% | $103,374-12.2% | $80,874+12.2% |
| Participation rate | 97.5% | 66.9%+30.6pp | 74.5%+23.0pp | 67.6%+29.9pp |
| Annual return | 23.83% | 25.57%-1.7pp | 24.89%-1.1pp | 35.62%-11.8pp |
| Employer contribution / active EE | $11,690 | $3,107+276.2% | $3,869+202.1% | $2,756+324.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $591 | $6,715-91.2% | $8,394-93.0% | $6,935-91.5% |