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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 | $85,315 | $111,830-23.7% | $93,696-8.9% | $145,884-41.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.74% | 204.08%-192.3pp | 133.74%-122.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $3,624 | $3,093+17.2% | $2,422+49.6% | $4,662-22.3% |
| Participant deferral / active EE | $12,595 | $4,920+156.0% | $4,417+185.2% | $6,690+88.3% |
| Admin fee / account holder | $4,635 | $10,249-54.8% | $8,287-44.1% | $13,392-65.4% |