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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 | $92,029 | $73,988+24.4% | $96,538-4.7% | $75,177+22.4% |
| Participation rate | 98.0% | 66.4%+31.6pp | 74.3%+23.7pp | 67.2%+30.8pp |
| Annual return | 13.77% | 26.73%-13.0pp | 35.74%-22.0pp | 160.75%-147.0pp |
| Employer contribution / active EE | $8,045 | $2,930+174.5% | $3,740+115.1% | $2,671+201.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,702 | $5,220-67.4% | $6,737-74.7% | $5,651-69.9% |