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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 | $90,965 | $98,766-7.9% | $149,730-39.2% | $79,852+13.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.67% | 27.43%-9.8pp | 276.70%-259.0pp | 31.72%-14.0pp |
| Employer contribution / active EE | $2,055 | $3,217-36.1% | $4,645-55.8% | $2,471-16.8% |
| Participant deferral / active EE | $7,395 | $5,681+30.2% | $6,843+8.1% | $3,740+97.7% |
| Admin fee / account holder | $413 | $6,052-93.2% | $9,310-95.6% | $5,306-92.2% |