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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 | $79,634 | $89,364-10.9% | $141,177-43.6% | $72,983+9.1% |
| Participation rate | 83.1% | 75.1%+7.9pp | 82.5%+0.6pp | 69.5%+13.6pp |
| Annual return | 21.03% | 111.86%-90.8pp | 71.40%-50.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,902 | $5,419+8.9% | $6,710-12.0% | $3,608+63.6% |
| Admin fee / account holder | $7,049 | $5,959+18.3% | $10,263-31.3% | $5,124+37.6% |