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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 | $73,546 | $48,011+53.2% | $63,803+15.3% | $82,637-11.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 14.39% | 19.84%-5.5pp | 543.72%-529.3pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,241 | $1,904-34.8% | $2,532-51.0% | $2,552-51.4% |
| Participant deferral / active EE | $2,852 | $2,846+0.2% | $3,843-25.8% | $4,126-30.9% |
| Admin fee / account holder | $1,807 | $3,873-53.3% | $5,196-65.2% | $7,339-75.4% |