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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 | $92,970 | $95,406-2.6% | $185,849-50.0% | $85,847+8.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.76% | 23.59%-4.8pp | 122.10%-103.3pp | 318.61%-299.8pp |
| Employer contribution / active EE | $2,266 | $3,314-31.6% | $5,169-56.2% | $2,565-11.7% |
| Participant deferral / active EE | $5,041 | $3,424+47.3% | $5,569-9.5% | $3,952+27.6% |
| Admin fee / account holder | $5,803 | $7,214-19.6% | $16,244-64.3% | $6,261-7.3% |