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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 | $93,339 | $117,895-20.8% | $102,460-8.9% | $145,897-36.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.00% | 31.92%-19.9pp | 29.47%-17.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $3,790 | $3,619+4.7% | $3,025+25.3% | $4,663-18.7% |
| Participant deferral / active EE | $5,125 | $5,736-10.7% | $5,056+1.4% | $6,689-23.4% |
| Admin fee / account holder | $3,743 | $13,353-72.0% | $9,460-60.4% | $13,390-72.0% |