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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 | $176,013 | $99,345+77.2% | $84,753+107.7% | $273,972-35.8% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 5.76% | 22.93%-17.2pp | 22.78%-17.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $15,494 | $4,214+267.7% | $3,574+333.5% | $4,869+218.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $38,652 | $6,645+481.6% | $5,333+624.8% | $10,133+281.5% |