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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 | $75,694 | $81,331-6.9% | $155,534-51.3% | $80,935-6.5% |
| Participation rate | 95.7% | 66.3%+29.5pp | 78.2%+17.5pp | 67.7%+28.1pp |
| Annual return | 11.30% | 33.37%-22.1pp | 64.92%-53.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $4,089 | $3,105+31.7% | $4,675-12.5% | $2,757+48.3% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,664 | $7,999-4.2% | $15,900-51.8% | $6,924+10.7% |