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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 | $90,198 | $50,554+78.4% | $67,681+33.3% | $87,485+3.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 11.76% | 17.81%-6.1pp | 590.58%-578.8pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,024 | $1,988-48.5% | $2,678-61.8% | $2,596-60.6% |
| Participant deferral / active EE | $3,284 | $2,961+10.9% | $3,976-17.4% | $4,274-23.2% |
| Admin fee / account holder | $1,472 | $4,132-64.4% | $6,100-75.9% | $7,775-81.1% |