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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 | $90,142 | $99,994-9.9% | $146,643-38.5% | $85,847+5.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.72% | 18.93%-3.2pp | 22.75%-7.0pp | 318.61%-302.9pp |
| Employer contribution / active EE | $1,725 | $2,559-32.6% | $4,137-58.3% | $2,565-32.8% |
| Participant deferral / active EE | $2,663 | $4,006-33.5% | $5,506-51.6% | $3,952-32.6% |
| Admin fee / account holder | $9,085 | $7,703+17.9% | $10,280-11.6% | $6,261+45.1% |