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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 | $92,399 | $93,057-0.7% | $153,500-39.8% | $80,925+14.2% |
| Participation rate | 97.1% | 69.0%+28.2pp | 77.1%+20.0pp | 67.7%+29.5pp |
| Annual return | 24.40% | 19.96%+4.4pp | 15.70%+8.7pp | 35.65%-11.3pp |
| Employer contribution / active EE | $4,485 | $3,507+27.9% | $5,039-11.0% | $2,756+62.7% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $6,756-100.0% | $4,299-100.0% |
| Admin fee / account holder | $320 | $8,885-96.4% | $12,736-97.5% | $6,940-95.4% |