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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 | $86,818 | $70,366+23.4% | $66,674+30.2% | $138,895-37.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.89% | 386.41%-371.5pp | 321.24%-306.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $889 | $2,765-67.9% | $2,620-66.1% | $4,194-78.8% |
| Participant deferral / active EE | $915 | $4,374-79.1% | $4,084-77.6% | $6,396-85.7% |
| Admin fee / account holder | $9,984 | $5,262+89.7% | $5,098+95.8% | $12,562-20.5% |