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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 | $76,297 | $115,810-34.1% | $101,271-24.7% | $158,966-52.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.87% | 56.15%-40.3pp | 46.48%-30.6pp | 302.95%-287.1pp |
| Employer contribution / active EE | $2,700 | $4,175-35.3% | $3,660-26.2% | $4,762-43.3% |
| Participant deferral / active EE | $6,982 | $4,958+40.8% | $4,371+59.7% | $5,983+16.7% |
| Admin fee / account holder | $5,676 | $7,248-21.7% | $5,948-4.6% | $11,250-49.5% |