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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 | $88,695 | $77,638+14.2% | $156,551-43.3% | $62,881+41.1% |
| Participation rate | 94.9% | 71.2%+23.7pp | 84.0%+10.9pp | 69.3%+25.6pp |
| Annual return | 6.01% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,394 | $3,046+44.3% | $4,871-9.8% | $3,203+37.2% |
| Admin fee / account holder | $10,925 | $5,561+96.4% | $13,028-16.1% | $4,296+154.3% |