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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 | $90,241 | $77,908+15.8% | $149,696-39.7% | $75,173+20.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.60% | 31.73%-10.1pp | 134.46%-112.9pp | 160.72%-139.1pp |
| Employer contribution / active EE | $2,104 | $3,138-33.0% | $4,821-56.4% | $2,671-21.2% |
| Participant deferral / active EE | $5,020 | $3,411+47.2% | $5,682-11.6% | $4,126+21.7% |
| Admin fee / account holder | $2,298 | $5,950-61.4% | $13,212-82.6% | $5,651-59.3% |