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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 | $110,544 | $77,638+42.4% | $156,551-29.4% | $62,881+75.8% |
| Participation rate | 81.6% | 71.2%+10.4pp | 84.0%-2.4pp | 69.3%+12.3pp |
| Annual return | 6.56% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,115 | $3,046+2.3% | $4,871-36.1% | $3,203-2.8% |
| Admin fee / account holder | $362 | $5,561-93.5% | $13,028-97.2% | $4,296-91.6% |