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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 | $102,256 | $81,504+25.5% | $102,437-0.2% | $80,959+26.3% |
| Participation rate | 97.6% | 66.9%+30.7pp | 74.5%+23.1pp | 67.7%+29.9pp |
| Annual return | 23.68% | 25.60%-1.9pp | 24.95%-1.3pp | 35.67%-12.0pp |
| Employer contribution / active EE | $11,409 | $3,104+267.6% | $3,871+194.8% | $2,757+313.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,773 | $6,719-43.9% | $8,388-55.0% | $6,925-45.5% |