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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 | $90,563 | $81,358+11.3% | $155,556-41.8% | $80,959+11.9% |
| Participation rate | 97.6% | 66.3%+31.4pp | 78.2%+19.4pp | 67.7%+30.0pp |
| Annual return | 11.47% | 33.39%-21.9pp | 64.84%-53.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $4,944 | $3,106+59.2% | $4,675+5.7% | $2,757+79.3% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,423 | $7,994-19.7% | $15,885-59.6% | $6,925-7.3% |