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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 | $106,503 | $83,337+27.8% | $67,834+57.0% | $273,972-61.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.36% | 259.45%-252.1pp | 138.47%-131.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,690 | $3,287-48.6% | $2,403-29.7% | $4,869-65.3% |
| Participant deferral / active EE | $13,716 | $4,088+235.5% | $3,160+334.1% | $5,287+159.4% |
| Admin fee / account holder | $1,475 | $6,752-78.2% | $4,622-68.1% | $10,133-85.4% |