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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 | $86,155 | $81,457+5.8% | $103,378-16.7% | $80,911+6.5% |
| Participation rate | 94.6% | 66.8%+27.7pp | 74.5%+20.1pp | 67.6%+26.9pp |
| Annual return | 36.29% | 25.58%+10.7pp | 24.91%+11.4pp | 35.63%+0.7pp |
| Employer contribution / active EE | $6,979 | $3,107+124.6% | $3,870+80.3% | $2,756+153.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,006 | $6,717-70.1% | $8,401-76.1% | $6,935-71.1% |