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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 | $82,466 | $52,353+57.5% | $120,225-31.4% | $82,4480% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 16.76% | 61.85%-45.1pp | 439.23%-422.5pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,318 | $1,510-12.7% | $3,475-62.1% | $2,551-48.3% |
| Participant deferral / active EE | $3,613 | $2,627+37.5% | $3,999-9.6% | $4,139-12.7% |
| Admin fee / account holder | $456 | $4,363-89.5% | $5,696-92.0% | $7,234-93.7% |