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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 | $89,094 | $101,950-12.6% | $125,529-29.0% | $86,983+2.4% |
| Participation rate | 98.8% | 70.2%+28.6pp | 74.7%+24.1pp | 69.5%+29.2pp |
| Annual return | 13.73% | 18.29%-4.6pp | 202.56%-188.8pp | 25.83%-12.1pp |
| Employer contribution / active EE | $3,659 | $2,358+55.1% | $3,058+19.7% | $2,584+41.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,520 | $12,791-72.5% | $16,298-78.4% | $7,856-55.2% |