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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 | $88,779 | $104,937-15.4% | $84,628+4.9% | $152,897-41.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.21% | 373.88%-354.7pp | 258.80%-239.6pp | 345.43%-326.2pp |
| Employer contribution / active EE | $2,494 | $3,303-24.5% | $2,653-6.0% | $4,764-47.6% |
| Participant deferral / active EE | $13,657 | $4,690+191.2% | $3,900+250.2% | $5,851+133.4% |
| Admin fee / account holder | $1,455 | $6,243-76.7% | $4,914-70.4% | $11,599-87.5% |