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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 | $95,453+17.4% | $112,0400% | $82,448+35.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 27.35% | 23.92%+3.4pp | 24.52%+2.8pp | 41.64%-14.3pp |
| Employer contribution / active EE | $3,999 | $2,318+72.5% | $2,954+35.4% | $2,551+56.8% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,854 | $9,013-79.4% | $12,098-84.7% | $7,234-74.4% |