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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 | $98,800 | $90,486+9.2% | $78,676+25.6% | $273,972-63.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.99% | 75.62%-70.6pp | 62.19%-57.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,463 | $3,175-22.4% | $2,850-13.6% | $4,869-49.4% |
| Participant deferral / active EE | $7,908 | $3,901+102.7% | $3,517+124.9% | $5,287+49.6% |
| Admin fee / account holder | $24,379 | $5,263+363.2% | $4,510+440.6% | $10,133+140.6% |