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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 | $77,643 | $81,664-4.9% | $70,476+10.2% | $158,966-51.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.36% | 208.59%-191.2pp | 109.12%-91.8pp | 302.95%-285.6pp |
| Employer contribution / active EE | $3,044 | $3,219-5.4% | $2,738+11.2% | $4,762-36.1% |
| Participant deferral / active EE | $972 | $4,556-78.7% | $3,710-73.8% | $5,983-83.8% |
| Admin fee / account holder | $3,524 | $6,197-43.1% | $3,847-8.4% | $11,250-68.7% |