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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 | $97,648-8.8% | $121,663-26.8% | $87,485+1.8% |
| Participation rate | 98.8% | 70.5%+28.3pp | 74.5%+24.3pp | 68.9%+29.8pp |
| Annual return | 13.73% | 18.03%-4.3pp | 147.54%-133.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $3,659 | $2,300+59.0% | $3,020+21.1% | $2,596+40.9% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,520 | $11,100-68.3% | $14,289-75.4% | $7,775-54.7% |