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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 | $85,672 | $102,632-16.5% | $81,988+4.5% | $158,950-46.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 12.13% | 61.05%-48.9pp | 41.31%-29.2pp | 302.91%-290.8pp |
| Employer contribution / active EE | $3,391 | $3,241+4.6% | $2,498+35.7% | $4,762-28.8% |
| Participant deferral / active EE | $5,332 | $4,649+14.7% | $3,722+43.2% | $5,983-10.9% |
| Admin fee / account holder | $2,979 | $8,237-63.8% | $5,665-47.4% | $11,248-73.5% |