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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 | $95,168 | $89,370+6.5% | $141,197-32.6% | $72,976+30.4% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | 22.95% | 111.88%-88.9pp | 71.41%-48.5pp | 81.02%-58.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,964 | $5,419+65.4% | $6,710+33.6% | $3,608+148.5% |
| Admin fee / account holder | $19,869 | $5,957+233.6% | $10,265+93.6% | $5,124+287.8% |