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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 | $121,707 | $95,453+27.5% | $112,040+8.6% | $82,448+47.6% |
| Participation rate | 98.9% | 72.8%+26.1pp | 76.5%+22.4pp | 68.1%+30.8pp |
| Annual return | 14.61% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,371 | $2,318+45.4% | $2,954+14.1% | $2,551+32.1% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,845 | $9,013-68.4% | $12,098-76.5% | $7,234-60.7% |