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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 | $91,086-1.7% | $203,872-56.1% | $86,983+2.9% |
| Participation rate | 98.3% | 65.8%+32.4pp | 77.8%+20.5pp | 69.5%+28.7pp |
| Annual return | 16.91% | 22.30%-5.4pp | 85.11%-68.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $6,866 | $2,063+232.7% | $3,757+82.7% | $2,584+165.7% |
| Participant deferral / active EE | $0 | $4,019-100.0% | $6,388-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,412 | $8,987-73.2% | $11,730-79.4% | $7,856-69.3% |