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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 | $76,130 | $77,908-2.3% | $149,696-49.1% | $75,173+1.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 25.00% | 31.73%-6.7pp | 134.46%-109.5pp | 160.72%-135.7pp |
| Employer contribution / active EE | $3,808 | $3,138+21.4% | $4,821-21.0% | $2,671+42.6% |
| Participant deferral / active EE | $5,256 | $3,411+54.1% | $5,682-7.5% | $4,126+27.4% |
| Admin fee / account holder | $1,948 | $5,950-67.3% | $13,212-85.3% | $5,651-65.5% |