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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 | $106,305 | $76,000+39.9% | $154,111-31.0% | $64,186+65.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 10.75% | 30.32%-19.6pp | 735.15%-724.4pp | 7.63%+3.1pp |
| Employer contribution / active EE | $2,504 | $3,351-25.3% | $5,298-52.7% | $2,381+5.2% |
| Participant deferral / active EE | $5,886 | $3,175+85.4% | $5,081+15.8% | $3,470+69.6% |
| Admin fee / account holder | $5,347 | $5,596-4.5% | $13,411-60.1% | $4,888+9.4% |