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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 | $107,186 | $106,749+0.4% | $145,433-26.3% | $82,448+30.0% |
| Participation rate | 97.0% | 75.6%+21.3pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 20.19% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $6,276 | $3,444+82.2% | $4,554+37.8% | $2,551+146.0% |
| Participant deferral / active EE | $11,680 | $6,519+79.2% | $7,897+47.9% | $4,139+182.2% |
| Admin fee / account holder | $3,199 | $8,390-61.9% | $13,129-75.6% | $7,234-55.8% |