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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 | $95,772 | $77,416+23.7% | $69,464+37.9% | $152,897-37.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 13.69% | 39.08%-25.4pp | 28.98%-15.3pp | 345.43%-331.7pp |
| Employer contribution / active EE | $2,641 | $3,315-20.3% | $2,779-5.0% | $4,764-44.6% |
| Participant deferral / active EE | $5,250 | $4,413+19.0% | $3,536+48.5% | $5,851-10.3% |
| Admin fee / account holder | $3,729 | $6,208-39.9% | $3,840-2.9% | $11,599-67.9% |