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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 | $81,262+11.4% | $155,602-41.8% | $80,911+11.9% |
| Participation rate | 97.6% | 66.2%+31.4pp | 78.2%+19.4pp | 67.6%+30.0pp |
| Annual return | 11.47% | 33.34%-21.9pp | 64.81%-53.3pp | 35.63%-24.2pp |
| Employer contribution / active EE | $4,944 | $3,102+59.4% | $4,675+5.8% | $2,756+79.4% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,423 | $7,992-19.6% | $15,923-59.7% | $6,935-7.4% |