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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 | $89,036 | $91,198-2.4% | $178,503-50.1% | $79,856+11.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.04% | 24.20%-12.2pp | 151.12%-139.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $4,863 | $3,257+49.3% | $5,011-3.0% | $2,471+96.8% |
| Participant deferral / active EE | $2,958 | $3,237-8.6% | $5,202-43.1% | $3,741-20.9% |
| Admin fee / account holder | $16,255 | $6,748+140.9% | $13,987+16.2% | $5,306+206.3% |