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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 | $84,954 | $94,031-9.7% | $115,768-26.6% | $82,448+3.0% |
| Participation rate | 97.0% | 70.4%+26.6pp | 74.4%+22.6pp | 68.1%+28.9pp |
| Annual return | 17.25% | 20.61%-3.4pp | 100.46%-83.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $6,736 | $2,323+189.9% | $2,940+129.1% | $2,551+164.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,911 | $10,249-61.8% | $12,439-68.6% | $7,234-45.9% |