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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 | $109,410 | $101,798+7.5% | $165,071-33.7% | $80,935+35.2% |
| Participation rate | 96.9% | 71.8%+25.0pp | 78.6%+18.3pp | 67.7%+29.2pp |
| Annual return | 12.16% | 16.73%-4.6pp | 70.17%-58.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $15,625 | $2,954+428.9% | $4,347+259.4% | $2,757+466.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,282 | $8,221+25.1% | $12,695-19.0% | $6,924+48.5% |