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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 | $114,188 | $113,338+0.8% | $94,993+20.2% | $147,586-22.6% |
| Participation rate | 94.7% | 78.0%+16.8pp | 73.9%+20.9pp | 82.8%+11.9pp |
| Annual return | 14.22% | 20.80%-6.6pp | 27.14%-12.9pp | 578.59%-564.4pp |
| Employer contribution / active EE | $6,427 | $3,160+103.4% | $2,603+146.9% | $4,876+31.8% |
| Participant deferral / active EE | $4,034 | $3,777+6.8% | $3,317+21.6% | $5,439-25.8% |
| Admin fee / account holder | $2,090 | $6,063-65.5% | $4,960-57.9% | $10,886-80.8% |