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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 | $97,353 | $93,346+4.3% | $71,796+35.6% | $273,972-64.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.60% | 130.39%-127.8pp | 78.04%-75.4pp | 41.46%-38.9pp |
| Employer contribution / active EE | $2,230 | $2,733-18.4% | $1,924+15.9% | $4,869-54.2% |
| Participant deferral / active EE | $9,955 | $3,475+186.5% | $2,794+256.2% | $5,287+88.3% |
| Admin fee / account holder | $457 | $6,571-93.0% | $4,815-90.5% | $10,133-95.5% |