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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 | $93,640 | $97,125-3.6% | $86,233+8.6% | $137,256-31.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 15.14% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,970 | $5,180+53.9% | $4,559+74.8% | $6,407+24.4% |
| Admin fee / account holder | $3,814 | $9,725-60.8% | $8,342-54.3% | $12,270-68.9% |