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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 | $92,281 | $108,825-15.2% | $156,181-40.9% | $82,448+11.9% |
| Participation rate | 88.9% | 72.4%+16.5pp | 78.8%+10.1pp | 68.1%+20.8pp |
| Annual return | 12.55% | 20.59%-8.0pp | 64.87%-52.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $16,231 | $2,870+465.6% | $4,294+278.0% | $2,551+536.3% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,959 | $9,341-4.1% | $14,586-38.6% | $7,234+23.8% |