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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 | $99,320 | $87,542+13.5% | $75,782+31.1% | $125,393-20.8% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | 4.11% | 13.48%-9.4pp | 9.68%-5.6pp | 282.23%-278.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,550 | $4,229+125.8% | $3,652+161.5% | $5,351+78.5% |
| Admin fee / account holder | $31,351 | $6,502+382.2% | $5,300+491.6% | $9,541+228.6% |