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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 | $93,581 | $86,940+7.6% | $102,434-8.6% | $80,935+15.6% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.0pp | 67.7%+25.9pp |
| Annual return | 19.02% | 18.89%+0.1pp | 29.46%-10.4pp | 35.66%-16.6pp |
| Employer contribution / active EE | $3,739 | $2,370+57.8% | $3,023+23.7% | $2,757+35.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,959 | $8,047-75.7% | $9,462-79.3% | $6,924-71.7% |