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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 | $90,478 | $78,705+15.0% | $117,857-23.2% | $70,131+29.0% |
| Participation rate | 96.7% | 73.2%+23.5pp | 79.7%+17.0pp | 69.5%+27.1pp |
| Annual return | 27.06% | 23.30%+3.8pp | 335.09%-308.0pp | 73.14%-46.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,490 | $3,297+36.2% | $4,482+0.2% | $3,332+34.8% |
| Admin fee / account holder | $1,518 | $5,065-70.0% | $8,020-81.1% | $4,645-67.3% |