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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 | $93,721 | $75,963+23.4% | $97,995-4.4% | $70,126+33.6% |
| Participation rate | 98.4% | 77.0%+21.5pp | 82.4%+16.1pp | 69.5%+28.9pp |
| Annual return | 18.70% | 19.26%-0.6pp | 23.94%-5.2pp | 73.15%-54.4pp |
| Employer contribution / active EE | $9,956 | $3,278+203.7% | $4,158+139.4% | $2,343+325.0% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $835 | $5,407-84.6% | $5,943-85.9% | $4,645-82.0% |