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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 | $97,707 | $98,766-1.1% | $149,730-34.7% | $79,852+22.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.08% | 27.43%-10.4pp | 276.70%-259.6pp | 31.72%-14.6pp |
| Employer contribution / active EE | $3,025 | $3,217-6.0% | $4,645-34.9% | $2,471+22.4% |
| Participant deferral / active EE | $10,360 | $5,681+82.4% | $6,843+51.4% | $3,740+177.0% |
| Admin fee / account holder | $9,180 | $6,052+51.7% | $9,310-1.4% | $5,306+73.0% |