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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 | $88,959 | $105,210-15.4% | $159,487-44.2% | $85,851+3.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.05% | 45.08%-30.0pp | 263.71%-248.7pp | 318.63%-303.6pp |
| Employer contribution / active EE | $5,475 | $3,319+65.0% | $4,831+13.3% | $2,565+113.4% |
| Participant deferral / active EE | $3,904 | $5,946-34.3% | $7,354-46.9% | $3,952-1.2% |
| Admin fee / account holder | $3,217 | $6,934-53.6% | $10,804-70.2% | $6,261-48.6% |