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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 | $81,837 | $75,541+8.3% | $152,093-46.2% | $82,637-1.0% |
| Participation rate | 92.9% | 66.5%+26.3pp | 77.8%+15.1pp | 68.1%+24.8pp |
| Annual return | 18.80% | 32.56%-13.8pp | 66.36%-47.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $11,583 | $2,622+341.7% | $4,175+177.4% | $2,552+353.8% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,942 | $6,405-38.4% | $14,497-72.8% | $7,339-46.3% |