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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 | $113,683 | $98,776+15.1% | $149,745-24.1% | $79,856+42.4% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.5%+12.8pp | 69.6%+25.6pp |
| Annual return | 15.62% | 27.38%-11.8pp | 276.72%-261.1pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,496 | $5,681+14.3% | $6,843-5.1% | $3,741+73.7% |
| Admin fee / account holder | $2,528 | $6,053-58.2% | $9,312-72.9% | $5,306-52.4% |