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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 | $91,825 | $108,226-15.2% | $77,513+18.5% | $158,950-42.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 22.06% | 31.67%-9.6pp | 54.81%-32.8pp | 302.91%-280.9pp |
| Employer contribution / active EE | $1,273 | $1,325-3.9% | $987+29.0% | $4,762-73.3% |
| Participant deferral / active EE | $6,710 | $2,456+173.2% | $1,861+260.6% | $5,983+12.2% |
| Admin fee / account holder | $10,352 | $3,710+179.1% | $2,859+262.1% | $11,248-8.0% |