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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 | $100,147-17.9% | $81,286+1.2% | $145,877-43.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.36% | 34.44%-19.1pp | 24.80%-9.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $2,970 | $2,977-0.2% | $2,463+20.6% | $4,663-36.3% |
| Participant deferral / active EE | $3,921 | $4,607-14.9% | $3,883+1.0% | $6,691-41.4% |
| Admin fee / account holder | $13,699 | $8,201+67.0% | $5,764+137.7% | $13,402+2.2% |