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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 | $89,916 | $73,978+21.5% | $96,515-6.8% | $75,173+19.6% |
| Participation rate | 98.7% | 66.4%+32.3pp | 74.3%+24.4pp | 67.2%+31.5pp |
| Annual return | 25.13% | 26.72%-1.6pp | 35.73%-10.6pp | 160.72%-135.6pp |
| Employer contribution / active EE | $5,708 | $2,931+94.8% | $3,740+52.6% | $2,671+113.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,230 | $5,219-57.3% | $6,735-66.9% | $5,651-60.5% |