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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 | $87,486 | $95,415-8.3% | $185,851-52.9% | $85,851+1.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 22.84% | 23.59%-0.7pp | 122.11%-99.3pp | 318.63%-295.8pp |
| Employer contribution / active EE | $6,679 | $3,314+101.5% | $5,168+29.2% | $2,565+160.3% |
| Participant deferral / active EE | $5,771 | $3,424+68.6% | $5,569+3.6% | $3,952+46.0% |
| Admin fee / account holder | $2,988 | $7,215-58.6% | $16,245-81.6% | $6,261-52.3% |