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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 | $74,641 | $85,171-12.4% | $172,752-56.8% | $72,975+2.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.82% | 27.32%-5.5pp | 802.97%-781.2pp | 81.01%-59.2pp |
| Employer contribution / active EE | $3,769 | $3,324+13.4% | $5,144-26.7% | $2,440+54.5% |
| Participant deferral / active EE | $2,554 | $3,260-21.7% | $5,198-50.9% | $3,608-29.2% |
| Admin fee / account holder | $1,781 | $5,880-69.7% | $13,955-87.2% | $5,124-65.2% |