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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 | $118,325 | $84,236+40.5% | $170,435-30.6% | $70,126+68.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.71% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $5,257 | $3,387+55.2% | $5,432-3.2% | $2,343+124.4% |
| Participant deferral / active EE | $2,242 | $3,086-27.3% | $4,939-54.6% | $3,332-32.7% |
| Admin fee / account holder | $1,410 | $5,698-75.3% | $13,881-89.8% | $4,645-69.6% |