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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 | $99,287 | $98,776+0.5% | $149,745-33.7% | $79,856+24.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.14% | 27.38%-4.2pp | 276.72%-253.6pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,112 | $3,217-65.5% | $4,646-76.1% | $2,471-55.0% |
| Participant deferral / active EE | $5,357 | $5,681-5.7% | $6,843-21.7% | $3,741+43.2% |
| Admin fee / account holder | $13,580 | $6,053+124.4% | $9,312+45.8% | $5,306+155.9% |