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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 | $87,609 | $85,171+2.9% | $172,752-49.3% | $72,975+20.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.06% | 27.32%-11.3pp | 802.97%-786.9pp | 81.01%-64.9pp |
| Employer contribution / active EE | $4,441 | $3,324+33.6% | $5,144-13.7% | $2,440+82.0% |
| Participant deferral / active EE | $4,025 | $3,260+23.5% | $5,198-22.6% | $3,608+11.6% |
| Admin fee / account holder | $1,627 | $5,880-72.3% | $13,955-88.3% | $5,124-68.2% |