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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 | $82,652 | $91,559-9.7% | $133,978-38.3% | $79,856+3.5% |
| Participation rate | 98.4% | 73.3%+25.0pp | 79.8%+18.5pp | 69.6%+28.7pp |
| Annual return | 33.43% | 61.85%-28.4pp | 45.10%-11.7pp | 31.71%+1.7pp |
| Employer contribution / active EE | $1,563 | $2,384-34.4% | $3,919-60.1% | $2,471-36.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,773 | $6,321+70.4% | $8,930+20.6% | $5,306+103.0% |