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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 | $85,108 | $94,529-10.0% | $140,019-39.2% | $64,173+32.6% |
| Participation rate | 93.1% | 84.1%+9.0pp | 87.5%+5.6pp | 69.6%+23.5pp |
| Annual return | 14.47% | 7.77%+6.7pp | 651.17%-636.7pp | 7.63%+6.8pp |
| Employer contribution / active EE | $3,549 | $3,812-6.9% | $5,605-36.7% | $2,381+49.1% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,018 | $6,741-25.6% | $10,705-53.1% | $4,887+2.7% |