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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 | $138,386+32.2% | $184,260-0.7% | $80,935+126.0% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.7%+28.3pp |
| Annual return | 15.06% | 20.02%-5.0pp | 28.84%-13.8pp | 35.66%-20.6pp |
| Employer contribution / active EE | $5,948 | $4,851+22.6% | $6,427-7.5% | $2,757+115.8% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $65,698 | $10,489+526.4% | $13,898+372.7% | $6,924+848.8% |