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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 | $94,611 | $98,760-4.2% | $149,715-36.8% | $79,858+18.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.75% | 27.43%-8.7pp | 276.66%-257.9pp | 31.72%-13.0pp |
| Employer contribution / active EE | $2,455 | $3,217-23.7% | $4,645-47.2% | $2,471-0.7% |
| Participant deferral / active EE | $6,060 | $5,681+6.7% | $6,842-11.4% | $3,740+62.0% |
| Admin fee / account holder | $704 | $6,053-88.4% | $9,310-92.4% | $5,306-86.7% |