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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 | $73,974 | $85,171-13.1% | $172,752-57.2% | $72,975+1.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.75% | 27.32%-7.6pp | 802.97%-783.2pp | 81.01%-61.3pp |
| Employer contribution / active EE | $2,467 | $3,324-25.8% | $5,144-52.0% | $2,440+1.1% |
| Participant deferral / active EE | $4,628 | $3,260+42.0% | $5,198-11.0% | $3,608+28.3% |
| Admin fee / account holder | $1,719 | $5,880-70.8% | $13,955-87.7% | $5,124-66.5% |