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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 | $90,656 | $76,551+18.4% | $123,894-26.8% | $62,881+44.2% |
| Participation rate | 93.9% | 73.0%+21.0pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 7.71% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,873 | $4,840-40.6% | $5,984-52.0% | $3,203-10.3% |
| Admin fee / account holder | $20,851 | $4,826+332.1% | $8,357+149.5% | $4,296+385.4% |