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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 | $86,344 | $95,406-9.5% | $185,849-53.5% | $85,847+0.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.79% | 23.59%-10.8pp | 122.10%-109.3pp | 318.61%-305.8pp |
| Employer contribution / active EE | $3,218 | $3,314-2.9% | $5,169-37.7% | $2,565+25.4% |
| Participant deferral / active EE | $5,064 | $3,424+47.9% | $5,569-9.1% | $3,952+28.1% |
| Admin fee / account holder | $3,531 | $7,214-51.1% | $16,244-78.3% | $6,261-43.6% |