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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 | $96,509 | $48,284+99.9% | $67,524+42.9% | $80,911+19.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.76% | 18.27%-4.5pp | 3519.41%-3505.7pp | 35.63%-21.9pp |
| Employer contribution / active EE | $1,924 | $2,021-4.8% | $2,734-29.6% | $2,756-30.2% |
| Participant deferral / active EE | $2,316 | $2,927-20.9% | $4,001-42.1% | $4,297-46.1% |
| Admin fee / account holder | $5,890 | $3,688+59.7% | $4,001+47.2% | $6,935-15.1% |