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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 | $182,923 | $138,366+32.2% | $184,185-0.7% | $80,911+126.1% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 15.06% | 20.02%-5.0pp | 28.81%-13.8pp | 35.63%-20.6pp |
| Employer contribution / active EE | $5,948 | $4,849+22.7% | $6,426-7.4% | $2,756+115.8% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $65,698 | $10,484+526.6% | $13,909+372.3% | $6,935+847.4% |