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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 | $91,925 | $85,171+7.9% | $172,753-46.8% | $72,976+26.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.05% | 27.32%-11.3pp | 803.00%-787.0pp | 81.02%-65.0pp |
| Employer contribution / active EE | $3,819 | $3,324+14.9% | $5,144-25.8% | $2,440+56.5% |
| Participant deferral / active EE | $4,830 | $3,260+48.1% | $5,198-7.1% | $3,608+33.9% |
| Admin fee / account holder | $1,779 | $5,880-69.7% | $13,956-87.3% | $5,124-65.3% |