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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 | $100,194+11.8% | $122,979-8.9% | $86,983+28.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 27.35% | 16.47%+10.9pp | 20.12%+7.2pp | 25.83%+1.5pp |
| Employer contribution / active EE | $3,999 | $2,326+71.9% | $3,062+30.6% | $2,584+54.7% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,854 | $10,148-81.7% | $12,864-85.6% | $7,856-76.4% |