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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 | $82,349 | $46,877+75.7% | $122,354-32.7% | $70,126+17.4% |
| Participation rate | 98.5% | 58.2%+40.3pp | 71.6%+26.8pp | 69.5%+28.9pp |
| Annual return | 23.86% | 24.22%-0.4pp | 30.28%-6.4pp | 73.15%-49.3pp |
| Employer contribution / active EE | $3,665 | $1,288+184.5% | $4,051-9.5% | $2,343+56.5% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,554 | $3,324+6.9% | $5,479-35.1% | $4,645-23.5% |