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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 | $155,990 | $81,262+92.0% | $155,602+0.2% | $80,911+92.8% |
| Participation rate | 88.2% | 66.2%+22.0pp | 78.2%+10.0pp | 67.6%+20.6pp |
| Annual return | 15.06% | 33.34%-18.3pp | 64.81%-49.8pp | 35.63%-20.6pp |
| Employer contribution / active EE | $7,702 | $3,102+148.3% | $4,675+64.7% | $2,756+179.5% |
| Participant deferral / active EE | $12,131 | $3,451+251.5% | $5,629+115.5% | $4,297+182.3% |
| Admin fee / account holder | $7,756 | $7,992-3.0% | $15,923-51.3% | $6,935+11.8% |