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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 | $77,140 | $65,685+17.4% | $57,181+34.9% | $273,968-71.8% |
| Participation rate | 88.2% | 78.3%+9.9pp | 75.3%+12.9pp | 83.0%+5.2pp |
| Annual return | 5.33% | 21.99%-16.7pp | 14.59%-9.3pp | 41.45%-36.1pp |
| Employer contribution / active EE | $11,134 | $3,279+239.6% | $2,682+315.1% | $4,869+128.7% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,938 | $4,835+229.7% | $3,139+407.7% | $10,132+57.3% |