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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 | $95,296 | $138,393-31.1% | $184,256-48.3% | $80,959+17.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 86.8%+0.7pp | 67.7%+19.8pp |
| Annual return | 13.30% | 20.01%-6.7pp | 28.85%-15.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $14,760 | $4,847+204.5% | $6,427+129.6% | $2,757+435.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $972 | $10,489-90.7% | $13,899-93.0% | $6,925-86.0% |