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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 | $100,178 | $102,547-2.3% | $78,210+28.1% | $147,586-32.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.51% | 51.08%-38.6pp | 40.90%-28.4pp | 578.59%-566.1pp |
| Employer contribution / active EE | $3,674 | $2,617+40.4% | $2,034+80.7% | $4,876-24.7% |
| Participant deferral / active EE | $820 | $3,481-76.4% | $2,823-70.9% | $5,439-84.9% |
| Admin fee / account holder | $4,331 | $5,059-14.4% | $3,758+15.2% | $10,886-60.2% |