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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 | $85,336 | $94,031-9.2% | $115,768-26.3% | $82,448+3.5% |
| Participation rate | 93.0% | 70.4%+22.6pp | 74.4%+18.6pp | 68.1%+25.0pp |
| Annual return | 14.62% | 20.61%-6.0pp | 100.46%-85.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $5,508 | $2,323+137.0% | $2,940+87.3% | $2,551+115.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,635 | $10,249-45.0% | $12,439-54.7% | $7,234-22.1% |