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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 | $180,705 | $123,478+46.3% | $216,567-16.6% | $94,015+92.2% |
| Participation rate | 91.4% | 75.1%+16.3pp | 81.6%+9.8pp | 70.8%+20.6pp |
| Annual return | 10.15% | 23.61%-13.5pp | 12.94%-2.8pp | 17.84%-7.7pp |
| Employer contribution / active EE | $7,143 | $3,136+127.8% | $5,216+36.9% | $2,790+156.0% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,611 | $12,753-71.7% | $21,981-83.6% | $8,951-59.7% |