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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 | $101,903 | $81,487+25.1% | $102,412-0.5% | $80,935+25.9% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.7%+22.3pp |
| Annual return | 14.91% | 25.60%-10.7pp | 24.94%-10.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $6,170 | $3,103+98.8% | $3,870+59.4% | $2,757+123.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $963 | $6,717-85.7% | $8,388-88.5% | $6,924-86.1% |