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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 | $89,493 | $84,953+5.3% | $163,379-45.2% | $82,637+8.3% |
| Participation rate | 98.3% | 65.9%+32.3pp | 76.8%+21.5pp | 68.1%+30.2pp |
| Annual return | 16.91% | 23.07%-6.2pp | 63.41%-46.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $6,866 | $2,183+214.6% | $3,752+83.0% | $2,552+169.0% |
| Participant deferral / active EE | $0 | $4,326-100.0% | $6,282-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,412 | $7,921-69.5% | $9,818-75.4% | $7,339-67.1% |