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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 | $95,856 | $89,370+7.3% | $141,197-32.1% | $72,976+31.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 22.36% | 111.88%-89.5pp | 71.41%-49.0pp | 81.02%-58.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,035 | $5,419+11.4% | $6,710-10.1% | $3,608+67.3% |
| Admin fee / account holder | $15,758 | $5,957+164.5% | $10,265+53.5% | $5,124+207.5% |