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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 | $89,017 | $85,171+4.5% | $172,753-48.5% | $72,976+22.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.44% | 27.32%-4.9pp | 803.00%-780.6pp | 81.02%-58.6pp |
| Employer contribution / active EE | $2,327 | $3,324-30.0% | $5,144-54.8% | $2,440-4.6% |
| Participant deferral / active EE | $4,006 | $3,260+22.9% | $5,198-22.9% | $3,608+11.0% |
| Admin fee / account holder | $7,314 | $5,880+24.4% | $13,956-47.6% | $5,124+42.7% |