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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 | $55,457+62.6% | $77,361+16.6% | $94,015-4.1% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 11.76% | 15.57%-3.8pp | 1011.54%-999.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $1,024 | $2,255-54.6% | $2,990-65.8% | $2,790-63.3% |
| Participant deferral / active EE | $3,284 | $3,069+7.0% | $3,911-16.0% | $4,249-22.7% |
| Admin fee / account holder | $1,472 | $4,334-66.0% | $5,894-75.0% | $8,951-83.6% |