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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 | $84,892 | $84,708+0.2% | $75,714+12.1% | $167,536-49.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.35% | 199.62%-187.3pp | 104.62%-92.3pp | 478.82%-466.5pp |
| Employer contribution / active EE | $3,761 | $3,231+16.4% | $2,744+37.1% | $4,839-22.3% |
| Participant deferral / active EE | $5,434 | $4,577+18.7% | $3,820+42.2% | $6,342-14.3% |
| Admin fee / account holder | $3,879 | $5,358-27.6% | $3,619+7.2% | $12,315-68.5% |