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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 | $90,597 | $105,200-13.9% | $159,474-43.2% | $85,847+5.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.27% | 45.08%-30.8pp | 263.68%-249.4pp | 318.61%-304.3pp |
| Employer contribution / active EE | $5,882 | $3,319+77.2% | $4,831+21.8% | $2,565+129.3% |
| Participant deferral / active EE | $5,307 | $5,946-10.7% | $7,353-27.8% | $3,952+34.3% |
| Admin fee / account holder | $3,252 | $6,934-53.1% | $10,802-69.9% | $6,261-48.1% |