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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 | $138,385-31.1% | $184,243-48.3% | $80,925+17.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 86.8%+0.7pp | 67.7%+19.8pp |
| Annual return | 13.30% | 20.02%-6.7pp | 28.82%-15.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $14,760 | $4,851+204.3% | $6,427+129.7% | $2,756+435.5% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $972 | $10,489-90.7% | $13,914-93.0% | $6,940-86.0% |