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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 | $88,991 | $96,524-7.8% | $75,900+17.2% | $152,909-41.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 17.85% | 33.93%-16.1pp | 30.73%-12.9pp | 345.46%-327.6pp |
| Employer contribution / active EE | $1,964 | $3,311-40.7% | $2,501-21.5% | $4,764-58.8% |
| Participant deferral / active EE | $11,133 | $4,554+144.5% | $3,604+208.9% | $5,851+90.3% |
| Admin fee / account holder | $597 | $8,082-92.6% | $5,421-89.0% | $11,601-94.9% |