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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 | $79,402 | $81,696-2.8% | $70,494+12.6% | $158,982-50.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.09% | 208.70%-191.6pp | 109.16%-92.1pp | 302.99%-285.9pp |
| Employer contribution / active EE | $2,430 | $3,220-24.5% | $2,738-11.2% | $4,763-49.0% |
| Participant deferral / active EE | $8,393 | $4,558+84.1% | $3,711+126.2% | $5,983+40.3% |
| Admin fee / account holder | $1,207 | $6,200-80.5% | $3,848-68.6% | $11,252-89.3% |