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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 | $87,082 | $70,430+23.6% | $96,572-9.8% | $85,851+1.4% |
| Participation rate | 98.6% | 61.8%+36.8pp | 69.8%+28.8pp | 69.3%+29.3pp |
| Annual return | 30.72% | 18.58%+12.1pp | 37.79%-7.1pp | 318.63%-287.9pp |
| Employer contribution / active EE | $2,282 | $1,413+61.5% | $2,357-3.2% | $2,565-11.1% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,145 | $4,996-37.1% | $6,183-49.1% | $6,261-49.8% |