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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 | $92,751 | $51,638+79.6% | $68,368+35.7% | $82,448+12.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.52% | 37.53%-23.0pp | 292.57%-278.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,800 | $2,047-12.0% | $2,649-32.0% | $2,551-29.4% |
| Participant deferral / active EE | $3,699 | $2,914+27.0% | $4,123-10.3% | $4,139-10.6% |
| Admin fee / account holder | $5,479 | $4,643+18.0% | $5,150+6.4% | $7,234-24.3% |