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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 | $108,533 | $99,079+9.5% | $78,002+39.1% | $273,972-60.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.16% | 217.93%-213.8pp | 425.99%-421.8pp | 41.46%-37.3pp |
| Employer contribution / active EE | $2,472 | $3,308-25.3% | $2,470+0.1% | $4,869-49.2% |
| Participant deferral / active EE | $3,672 | $4,306-14.7% | $3,497+5.0% | $5,287-30.5% |
| Admin fee / account holder | $1,558 | $8,954-82.6% | $5,481-71.6% | $10,133-84.6% |