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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 | $57,096 | $65,696-13.1% | $56,429+1.2% | $147,586-61.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 12.61% | 13.32%-0.7pp | 19.04%-6.4pp | 578.59%-566.0pp |
| Employer contribution / active EE | $3,839 | $4,121-6.9% | $3,405+12.7% | $4,876-21.3% |
| Participant deferral / active EE | $1,418 | $4,876-70.9% | $3,951-64.1% | $5,439-73.9% |
| Admin fee / account holder | $12,053 | $5,947+102.7% | $4,466+169.9% | $10,886+10.7% |