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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 | $87,395 | $99,053-11.8% | $88,179-0.9% | $138,895-37.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.91% | 78.17%-61.3pp | 64.97%-48.1pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,838 | $2,882+33.2% | $2,549+50.5% | $4,194-8.5% |
| Participant deferral / active EE | $3,838 | $5,225-26.6% | $4,614-16.8% | $6,396-40.0% |
| Admin fee / account holder | $696 | $8,748-92.0% | $7,673-90.9% | $12,562-94.5% |