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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 | $82,269 | $100,004-17.7% | $81,438+1.0% | $145,959-43.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.36% | 34.34%-19.0pp | 24.74%-9.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,970 | $2,9700% | $2,460+20.7% | $4,661-36.3% |
| Participant deferral / active EE | $3,921 | $4,603-14.8% | $3,883+1.0% | $6,689-41.4% |
| Admin fee / account holder | $13,699 | $8,202+67.0% | $5,764+137.7% | $13,398+2.3% |