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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 | $79,980 | $89,367-10.5% | $141,191-43.4% | $72,975+9.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.32% | 111.87%-87.5pp | 71.41%-47.1pp | 81.01%-56.7pp |
| Employer contribution / active EE | $1,326 | $3,115-57.4% | $4,736-72.0% | $2,440-45.6% |
| Participant deferral / active EE | $5,468 | $5,419+0.9% | $6,710-18.5% | $3,608+51.6% |
| Admin fee / account holder | $10,502 | $5,957+76.3% | $10,264+2.3% | $5,124+105.0% |