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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 | $82,789 | $102,429-19.2% | $147,096-43.7% | $80,925+2.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.84% | 135.02%-123.2pp | 419.75%-407.9pp | 35.65%-23.8pp |
| Employer contribution / active EE | $2,391 | $3,716-35.6% | $4,936-51.5% | $2,756-13.2% |
| Participant deferral / active EE | $8,738 | $6,649+31.4% | $8,071+8.3% | $4,299+103.3% |
| Admin fee / account holder | $16,560 | $7,957+108.1% | $13,005+27.3% | $6,940+138.6% |