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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 | $84,116 | $88,707-5.2% | $74,184+13.4% | $273,972-69.3% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 12.48% | 11.94%+0.5pp | 17.74%-5.3pp | 41.46%-29.0pp |
| Employer contribution / active EE | $9,935 | $3,159+214.5% | $2,370+319.2% | $4,869+104.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,700 | $8,717-57.6% | $5,586-33.8% | $10,133-63.5% |