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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 | $102,839 | $106,749-3.7% | $145,433-29.3% | $82,448+24.7% |
| Participation rate | 74.4% | 75.6%-1.2pp | 82.1%-7.7pp | 68.1%+6.4pp |
| Annual return | 25.13% | 27.59%-2.5pp | 66.58%-41.4pp | 41.64%-16.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,957 | $6,519+37.4% | $7,897+13.4% | $4,139+116.4% |
| Admin fee / account holder | $38,211 | $8,390+355.4% | $13,129+191.0% | $7,234+428.2% |