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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 | $92,532 | $93,617-1.2% | $135,982-32.0% | $75,177+23.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 23.37% | 30.89%-7.5pp | 68.32%-45.0pp | 160.75%-137.4pp |
| Employer contribution / active EE | $11,429 | $3,538+223.0% | $4,859+135.2% | $2,671+327.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,357 | $6,980+19.7% | $10,767-22.4% | $5,651+47.9% |