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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 | $87,044 | $95,406-8.8% | $185,849-53.2% | $85,847+1.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.90% | 23.59%-10.7pp | 122.10%-109.2pp | 318.61%-305.7pp |
| Employer contribution / active EE | $2,000 | $3,314-39.6% | $5,169-61.3% | $2,565-22.0% |
| Participant deferral / active EE | $5,941 | $3,424+73.5% | $5,569+6.7% | $3,952+50.3% |
| Admin fee / account holder | $3,929 | $7,214-45.5% | $16,244-75.8% | $6,261-37.2% |