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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 | $86,100 | $117,846-26.9% | $102,434-15.9% | $145,884-41.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.91% | 31.90%-23.0pp | 29.46%-20.5pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,647 | $3,615-54.4% | $3,023-45.5% | $4,662-64.7% |
| Participant deferral / active EE | $5,066 | $5,733-11.6% | $5,055+0.2% | $6,690-24.3% |
| Admin fee / account holder | $275,827 | $13,356+1965.2% | $9,462+2815.1% | $13,392+1959.7% |