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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 | $104,374 | $57,590+81.2% | $86,233+21.0% | $82,448+26.6% |
| Participation rate | 87.1% | 57.9%+29.2pp | 69.0%+18.1pp | 68.1%+19.0pp |
| Annual return | 15.64% | 22.41%-6.8pp | 61.39%-45.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $6,710 | $1,655+305.3% | $2,504+167.9% | $2,551+163.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,262 | $4,730-9.9% | $8,342-48.9% | $7,234-41.1% |