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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 | $87,055 | $95,415-8.8% | $185,851-53.2% | $85,851+1.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.24% | 23.59%-11.4pp | 122.11%-109.9pp | 318.63%-306.4pp |
| Employer contribution / active EE | $4,307 | $3,314+30.0% | $5,168-16.7% | $2,565+67.9% |
| Participant deferral / active EE | $4,488 | $3,424+31.1% | $5,569-19.4% | $3,952+13.5% |
| Admin fee / account holder | $10,777 | $7,215+49.4% | $16,245-33.7% | $6,261+72.1% |