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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 | $82,288 | $93,346-11.8% | $71,796+14.6% | $273,972-70.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.18% | 130.39%-125.2pp | 78.04%-72.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $3,893 | $2,733+42.4% | $1,924+102.3% | $4,869-20.0% |
| Participant deferral / active EE | $836 | $3,475-75.9% | $2,794-70.1% | $5,287-84.2% |
| Admin fee / account holder | $2,080 | $6,571-68.3% | $4,815-56.8% | $10,133-79.5% |