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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 | $92,644 | $99,652-7.0% | $78,778+17.6% | $147,586-37.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.01% | 47.28%-33.3pp | 35.62%-21.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,805 | $2,796-35.4% | $1,986-9.1% | $4,876-63.0% |
| Participant deferral / active EE | $4,154 | $3,664+13.4% | $2,958+40.4% | $5,439-23.6% |
| Admin fee / account holder | $10,170 | $7,155+42.1% | $5,134+98.1% | $10,886-6.6% |