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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 | $101,332 | $90,509+12.0% | $78,693+28.8% | $273,968-63.0% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 6.56% | 75.61%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,242 | $3,901+85.6% | $3,517+105.9% | $5,287+37.0% |
| Admin fee / account holder | $26,845 | $5,264+410.0% | $4,511+495.1% | $10,132+164.9% |