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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 | $109,950 | $89,370+23.0% | $141,197-22.1% | $72,976+50.7% |
| Participation rate | 77.1% | 75.1%+2.0pp | 82.5%-5.3pp | 69.5%+7.7pp |
| Annual return | 19.06% | 111.88%-92.8pp | 71.41%-52.3pp | 81.02%-62.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,404 | $5,419+18.2% | $6,710-4.6% | $3,608+77.5% |
| Admin fee / account holder | $946 | $5,957-84.1% | $10,265-90.8% | $5,124-81.5% |