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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 | $96,271 | $89,364+7.7% | $141,177-31.8% | $72,983+31.9% |
| Participation rate | 81.3% | 75.1%+6.1pp | 82.5%-1.2pp | 69.5%+11.8pp |
| Annual return | 27.23% | 111.86%-84.6pp | 71.40%-44.2pp | 81.01%-53.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,917 | $5,419-9.3% | $6,710-26.7% | $3,608+36.3% |
| Admin fee / account holder | $12,322 | $5,959+106.8% | $10,263+20.1% | $5,124+140.5% |