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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 | $102,385-18.3% | $147,080-43.1% | $80,935+3.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 26.52% | 135.09%-108.6pp | 420.17%-393.7pp | 35.66%-9.1pp |
| Employer contribution / active EE | $4,926 | $3,717+32.5% | $4,933-0.2% | $2,757+78.7% |
| Participant deferral / active EE | $7,625 | $6,651+14.7% | $8,066-5.5% | $4,299+77.4% |
| Admin fee / account holder | $3,189 | $7,951-59.9% | $12,989-75.4% | $6,924-53.9% |