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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 | $85,918 | $116,203-26.1% | $93,621-8.2% | $152,897-43.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 19.49% | 35.96%-16.5pp | 32.76%-13.3pp | 345.43%-325.9pp |
| Employer contribution / active EE | $6,477 | $3,219+101.2% | $2,719+138.2% | $4,764+36.0% |
| Participant deferral / active EE | $5,699 | $4,605+23.8% | $4,070+40.0% | $5,851-2.6% |
| Admin fee / account holder | $506 | $10,751-95.3% | $7,890-93.6% | $11,599-95.6% |