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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 | $94,127 | $85,171+10.5% | $172,752-45.5% | $72,975+29.0% |
| Participation rate | 83.3% | 70.1%+13.3pp | 82.6%+0.7pp | 69.5%+13.8pp |
| Annual return | 17.35% | 27.32%-10.0pp | 802.97%-785.6pp | 81.01%-63.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,901 | $3,260+19.7% | $5,198-24.9% | $3,608+8.1% |
| Admin fee / account holder | $3,184 | $5,880-45.9% | $13,955-77.2% | $5,124-37.9% |