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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 | $91,906 | $77,908+18.0% | $149,696-38.6% | $75,173+22.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.53% | 31.73%-16.2pp | 134.46%-118.9pp | 160.72%-145.2pp |
| Employer contribution / active EE | $1,970 | $3,138-37.2% | $4,821-59.1% | $2,671-26.3% |
| Participant deferral / active EE | $4,721 | $3,411+38.4% | $5,682-16.9% | $4,126+14.4% |
| Admin fee / account holder | $541 | $5,950-90.9% | $13,212-95.9% | $5,651-90.4% |