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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 | $73,382 | $100,073-26.7% | $85,126-13.8% | $145,877-49.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 84.11%-71.0pp | 66.63%-53.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,502 | $3,236+8.2% | $2,731+28.2% | $4,663-24.9% |
| Participant deferral / active EE | $11,837 | $5,294+123.6% | $4,523+161.7% | $6,691+76.9% |
| Admin fee / account holder | $8,649 | $7,261+19.1% | $6,160+40.4% | $13,402-35.5% |