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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 | $192,795 | $106,864+80.4% | $147,318+30.9% | $82,637+133.3% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $8,684 | $3,417+154.2% | $4,593+89.1% | $2,552+240.3% |
| Participant deferral / active EE | $5,643 | $6,496-13.1% | $7,906-28.6% | $4,126+36.8% |
| Admin fee / account holder | $3,284 | $8,415-61.0% | $13,708-76.0% | $7,339-55.3% |