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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 | $95,315 | $68,681+38.8% | $86,645+10.0% | $85,852+11.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.7%+28.3pp | 69.3%+30.7pp |
| Annual return | 11.11% | 20.12%-9.0pp | 63.52%-52.4pp | 318.66%-307.5pp |
| Employer contribution / active EE | $1,906 | $1,880+1.3% | $2,496-23.6% | $2,566-25.7% |
| Participant deferral / active EE | $4,862 | $2,919+66.5% | $3,700+31.4% | $3,952+23.0% |
| Admin fee / account holder | $8,148 | $5,974+36.4% | $5,830+39.7% | $6,261+30.1% |