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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 | $82,024 | $108,226-24.2% | $77,513+5.8% | $158,950-48.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 11.91% | 31.67%-19.8pp | 54.81%-42.9pp | 302.91%-291.0pp |
| Employer contribution / active EE | $20,189 | $1,325+1423.5% | $987+1946.3% | $4,762+324.0% |
| Participant deferral / active EE | $2,910 | $2,456+18.5% | $1,861+56.4% | $5,983-51.4% |
| Admin fee / account holder | $6,971 | $3,710+87.9% | $2,859+143.8% | $11,248-38.0% |