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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 | $73,476 | $81,664-10.0% | $70,476+4.3% | $158,966-53.8% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 11.51% | 208.59%-197.1pp | 109.12%-97.6pp | 302.95%-291.4pp |
| Employer contribution / active EE | $3,443 | $3,219+7.0% | $2,738+25.8% | $4,762-27.7% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,557 | $6,197-42.6% | $3,847-7.5% | $11,250-68.4% |