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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 | $93,029 | $75,959+22.5% | $154,114-39.6% | $64,181+44.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.77% | 30.32%-21.6pp | 735.16%-726.4pp | 7.63%+1.1pp |
| Employer contribution / active EE | $2,957 | $3,350-11.7% | $5,298-44.2% | $2,381+24.2% |
| Participant deferral / active EE | $4,340 | $3,175+36.7% | $5,081-14.6% | $3,470+25.1% |
| Admin fee / account holder | $10,704 | $5,589+91.5% | $13,411-20.2% | $4,887+119.0% |