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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 | $109,872 | $146,267-24.9% | $197,124-44.3% | $82,448+33.3% |
| Participation rate | 92.0% | 84.0%+8.0pp | 86.7%+5.3pp | 68.1%+23.9pp |
| Annual return | 14.41% | 29.61%-15.2pp | 44.34%-29.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $14,816 | $4,723+213.7% | $6,227+137.9% | $2,551+480.8% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,364 | $14,422-55.9% | $16,298-61.0% | $7,234-12.0% |