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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 | $92,423 | $87,546+5.6% | $75,784+22.0% | $125,389-26.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 39.36% | 13.49%+25.9pp | 9.68%+29.7pp | 282.24%-242.9pp |
| Employer contribution / active EE | $1,332 | $3,930-66.1% | $3,323-59.9% | $4,866-72.6% |
| Participant deferral / active EE | $2,392 | $4,230-43.4% | $3,652-34.5% | $5,352-55.3% |
| Admin fee / account holder | $301,988 | $6,503+4544.1% | $5,300+5598.1% | $9,541+3065.2% |