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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 | $92,656 | $112,935-18.0% | $90,970+1.9% | $158,966-41.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.11% | 215.79%-200.7pp | 134.58%-119.5pp | 302.95%-287.8pp |
| Employer contribution / active EE | $5,764 | $2,895+99.1% | $2,122+171.5% | $4,762+21.0% |
| Participant deferral / active EE | $18,746 | $4,129+354.0% | $3,373+455.7% | $5,983+213.3% |
| Admin fee / account holder | $551 | $8,045-93.2% | $5,960-90.8% | $11,250-95.1% |