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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 | $94,617 | $87,037+8.7% | $106,201-10.9% | $80,874+17.0% |
| Participation rate | 82.8% | 70.4%+12.4pp | 75.3%+7.5pp | 67.6%+15.2pp |
| Annual return | 13.45% | 17.05%-3.6pp | 116.26%-102.8pp | 35.62%-22.2pp |
| Employer contribution / active EE | $4,688 | $2,396+95.6% | $3,170+47.9% | $2,756+70.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,805 | $8,434-66.7% | $11,039-74.6% | $6,935-59.6% |