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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 | $87,535 | $102,385-14.5% | $147,080-40.5% | $80,935+8.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.77% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $4,427 | $3,717+19.1% | $4,933-10.3% | $2,757+60.6% |
| Participant deferral / active EE | $8,052 | $6,651+21.1% | $8,066-0.2% | $4,299+87.3% |
| Admin fee / account holder | $3,167 | $7,951-60.2% | $12,989-75.6% | $6,924-54.3% |