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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 | $85,640 | $100,073-14.4% | $85,126+0.6% | $145,877-41.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.84% | 84.11%-72.3pp | 66.63%-54.8pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,526 | $3,236-22.0% | $2,731-7.5% | $4,663-45.8% |
| Participant deferral / active EE | $9,490 | $5,294+79.3% | $4,523+109.8% | $6,691+41.8% |
| Admin fee / account holder | $11,351 | $7,261+56.3% | $6,160+84.3% | $13,402-15.3% |