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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 | $96,089 | $105,160-8.6% | $94,679+1.5% | $139,456-31.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.71% | 38.04%-19.3pp | 156.75%-138.0pp | 373.45%-354.7pp |
| Employer contribution / active EE | $3,820 | $4,107-7.0% | $3,673+4.0% | $4,753-19.6% |
| Participant deferral / active EE | $11,517 | $7,599+51.6% | $7,417+55.3% | $6,711+71.6% |
| Admin fee / account holder | $5,825 | $8,988-35.2% | $7,233-19.5% | $11,407-48.9% |