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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 | $164,955 | $50,947+223.8% | $74,549+121.3% | $64,173+157.0% |
| Participation rate | 98.3% | 61.1%+37.3pp | 69.1%+29.2pp | 69.6%+28.8pp |
| Annual return | 14.53% | -1.85%+16.4pp | 32.53%-18.0pp | 7.63%+6.9pp |
| Employer contribution / active EE | $10,026 | $1,115+798.9% | $1,961+411.3% | $2,381+321.1% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,503 | $4,221-17.0% | $5,059-30.8% | $4,887-28.3% |