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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 | $81,457+26.5% | $103,378-0.3% | $80,911+27.4% |
| Participation rate | 90.4% | 66.8%+23.6pp | 74.5%+15.9pp | 67.6%+22.8pp |
| Annual return | 21.18% | 25.58%-4.4pp | 24.91%-3.7pp | 35.63%-14.4pp |
| Employer contribution / active EE | $4,769 | $3,107+53.5% | $3,870+23.2% | $2,756+73.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,897 | $6,717-71.8% | $8,401-77.4% | $6,935-72.6% |