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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 | $106,535 | $99,994+6.5% | $146,643-27.4% | $85,847+24.1% |
| Participation rate | 88.5% | 73.1%+15.4pp | 80.1%+8.4pp | 69.3%+19.1pp |
| Annual return | 18.26% | 18.93%-0.7pp | 22.75%-4.5pp | 318.61%-300.3pp |
| Employer contribution / active EE | $15,545 | $2,559+507.5% | $4,137+275.8% | $2,565+506.0% |
| Participant deferral / active EE | $2,409 | $4,006-39.9% | $5,506-56.2% | $3,952-39.0% |
| Admin fee / account holder | $2,262 | $7,703-70.6% | $10,280-78.0% | $6,261-63.9% |