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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 | $89,015 | $65,685+35.5% | $57,181+55.7% | $273,968-67.5% |
| Participation rate | 90.9% | 78.3%+12.6pp | 75.3%+15.6pp | 83.0%+7.9pp |
| Annual return | 4.69% | 21.99%-17.3pp | 14.59%-9.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $11,993 | $3,279+265.8% | $2,682+347.1% | $4,869+146.3% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,914 | $4,835+229.2% | $3,139+406.9% | $10,132+57.1% |