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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 | $87,794 | $91,167-3.7% | $178,498-50.8% | $79,858+9.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.12% | 24.19%-12.1pp | 151.09%-139.0pp | 31.72%-19.6pp |
| Employer contribution / active EE | $4,449 | $3,255+36.7% | $5,011-11.2% | $2,471+80.0% |
| Participant deferral / active EE | $3,853 | $3,236+19.1% | $5,202-25.9% | $3,740+3.0% |
| Admin fee / account holder | $10,019 | $6,747+48.5% | $13,985-28.4% | $5,306+88.8% |