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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 | $91,950 | $117,895-22.0% | $102,460-10.3% | $145,897-37.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.52% | 31.92%-20.4pp | 29.47%-17.9pp | 552.29%-540.8pp |
| Employer contribution / active EE | $6,057 | $3,619+67.4% | $3,025+100.2% | $4,663+29.9% |
| Participant deferral / active EE | $2,897 | $5,736-49.5% | $5,056-42.7% | $6,689-56.7% |
| Admin fee / account holder | $3,342 | $13,353-75.0% | $9,460-64.7% | $13,390-75.0% |