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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 | $83,700 | $102,382-18.2% | $147,005-43.1% | $80,874+3.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 26.52% | 134.89%-108.4pp | 418.76%-392.2pp | 35.62%-9.1pp |
| Employer contribution / active EE | $4,926 | $3,715+32.6% | $4,934-0.2% | $2,756+78.7% |
| Participant deferral / active EE | $7,625 | $6,646+14.7% | $8,070-5.5% | $4,297+77.5% |
| Admin fee / account holder | $3,189 | $7,942-59.9% | $13,006-75.5% | $6,935-54.0% |