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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 | $112,066 | $97,550+14.9% | $120,344-6.9% | $87,485+28.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 27.35% | 18.41%+8.9pp | 20.30%+7.0pp | 26.06%+1.3pp |
| Employer contribution / active EE | $3,999 | $2,291+74.6% | $3,020+32.4% | $2,596+54.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,854 | $9,543-80.6% | $12,742-85.4% | $7,775-76.2% |