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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 | $90,962 | $95,383-4.6% | $185,837-51.1% | $85,856+5.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.83% | 23.59%-9.8pp | 122.08%-108.3pp | 318.58%-304.8pp |
| Employer contribution / active EE | $8,848 | $3,313+167.1% | $5,168+71.2% | $2,565+244.9% |
| Participant deferral / active EE | $6,930 | $3,423+102.4% | $5,568+24.4% | $3,952+75.3% |
| Admin fee / account holder | $3,340 | $7,213-53.7% | $16,241-79.4% | $6,261-46.6% |