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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 | $82,786 | $58,234+42.2% | $81,783+1.2% | $80,874+2.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.42% | 41.70%-30.3pp | 775.05%-763.6pp | 35.62%-24.2pp |
| Employer contribution / active EE | $7,857 | $2,341+235.6% | $2,913+169.7% | $2,756+185.1% |
| Participant deferral / active EE | $890 | $3,283-72.9% | $4,320-79.4% | $4,297-79.3% |
| Admin fee / account holder | $1,737 | $4,982-65.1% | $7,380-76.5% | $6,935-75.0% |