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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 | $86,968 | $84,236+3.2% | $170,435-49.0% | $70,126+24.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.66% | 23.06%-5.4pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,362 | $3,387-59.8% | $5,432-74.9% | $2,343-41.9% |
| Participant deferral / active EE | $2,150 | $3,086-30.3% | $4,939-56.5% | $3,332-35.5% |
| Admin fee / account holder | $487 | $5,698-91.4% | $13,881-96.5% | $4,645-89.5% |