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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 | $102,615 | $99,994+2.6% | $146,643-30.0% | $85,847+19.5% |
| Participation rate | 92.6% | 73.1%+19.5pp | 80.1%+12.5pp | 69.3%+23.3pp |
| Annual return | 15.68% | 18.93%-3.2pp | 22.75%-7.1pp | 318.61%-302.9pp |
| Employer contribution / active EE | $2,523 | $2,559-1.4% | $4,137-39.0% | $2,565-1.6% |
| Participant deferral / active EE | $6,942 | $4,006+73.3% | $5,506+26.1% | $3,952+75.7% |
| Admin fee / account holder | $2,676 | $7,703-65.3% | $10,280-74.0% | $6,261-57.3% |