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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 | $97,449 | $108,882-10.5% | $96,754+0.7% | $154,746-37.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.90% | 98.39%-83.5pp | 82.04%-67.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,693 | $3,018-10.8% | $2,679+0.5% | $4,379-38.5% |
| Participant deferral / active EE | $4,990 | $5,323-6.2% | $4,758+4.9% | $6,730-25.9% |
| Admin fee / account holder | $4,636 | $10,200-54.6% | $8,905-47.9% | $14,365-67.7% |