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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 | $84,131 | $70,666+19.1% | $169,385-50.3% | $75,181+11.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 15.94% | 36.37%-20.4pp | 405.82%-389.9pp | 160.69%-144.7pp |
| Employer contribution / active EE | $3,928 | $2,210+77.7% | $4,012-2.1% | $2,671+47.1% |
| Participant deferral / active EE | $11,234 | $4,308+160.7% | $6,221+80.6% | $4,126+172.3% |
| Admin fee / account holder | $1,606 | $5,402-70.3% | $9,011-82.2% | $5,650-71.6% |