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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 | $90,038 | $91,037-1.1% | $71,671+25.6% | $147,586-39.0% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 12.82% | 20.48%-7.7pp | 20.65%-7.8pp | 578.59%-565.8pp |
| Employer contribution / active EE | $4,167 | $3,327+25.2% | $2,460+69.4% | $4,876-14.6% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,797 | $8,613-79.1% | $5,558-67.7% | $10,886-83.5% |