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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 | $106,652 | $67,411+58.2% | $91,004+17.2% | $70,126+52.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 23.21% | -40.16%+63.4pp | 4.60%+18.6pp | 73.15%-49.9pp |
| Employer contribution / active EE | $1,956 | $1,786+9.5% | $2,456-20.3% | $2,343-16.5% |
| Participant deferral / active EE | $3,957 | $2,823+40.2% | $3,548+11.5% | $3,332+18.8% |
| Admin fee / account holder | $938 | $4,236-77.9% | $5,417-82.7% | $4,645-79.8% |