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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 | $48,327+99.7% | $67,575+42.8% | $80,935+19.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.76% | 18.31%-4.5pp | 3528.98%-3515.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,924 | $2,022-4.9% | $2,736-29.7% | $2,757-30.2% |
| Participant deferral / active EE | $2,316 | $2,927-20.9% | $4,003-42.1% | $4,299-46.1% |
| Admin fee / account holder | $5,890 | $3,692+59.5% | $3,993+47.5% | $6,924-14.9% |