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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 | $91,871 | $90,486+1.5% | $78,676+16.8% | $273,972-66.5% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | 10.26% | 75.62%-65.4pp | 62.19%-51.9pp | 41.46%-31.2pp |
| Employer contribution / active EE | $4,375 | $3,175+37.8% | $2,850+53.5% | $4,869-10.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $25,476 | $5,263+384.0% | $4,510+464.9% | $10,133+151.4% |