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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 | $79,969 | $89,367-10.5% | $141,191-43.4% | $72,975+9.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 41.27% | 111.87%-70.6pp | 71.41%-30.1pp | 81.01%-39.7pp |
| Employer contribution / active EE | $2,404 | $3,115-22.8% | $4,736-49.2% | $2,440-1.5% |
| Participant deferral / active EE | $5,560 | $5,419+2.6% | $6,710-17.1% | $3,608+54.1% |
| Admin fee / account holder | $812 | $5,957-86.4% | $10,264-92.1% | $5,124-84.2% |