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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 | $103,984 | $95,406+9.0% | $185,849-44.0% | $85,847+21.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.18% | 23.59%-11.4pp | 122.10%-109.9pp | 318.61%-306.4pp |
| Employer contribution / active EE | $1,753 | $3,314-47.1% | $5,169-66.1% | $2,565-31.7% |
| Participant deferral / active EE | $5,763 | $3,424+68.3% | $5,569+3.5% | $3,952+45.8% |
| Admin fee / account holder | $3,685 | $7,214-48.9% | $16,244-77.3% | $6,261-41.1% |