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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 | $103,056 | $81,504+26.4% | $102,437+0.6% | $80,959+27.3% |
| Participation rate | 90.4% | 66.9%+23.6pp | 74.5%+15.9pp | 67.7%+22.8pp |
| Annual return | 21.18% | 25.60%-4.4pp | 24.95%-3.8pp | 35.67%-14.5pp |
| Employer contribution / active EE | $4,769 | $3,104+53.7% | $3,871+23.2% | $2,757+73.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,897 | $6,719-71.8% | $8,388-77.4% | $6,925-72.6% |