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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 | $85,141 | $91,198-6.6% | $178,503-52.3% | $79,856+6.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.97% | 24.20%-9.2pp | 151.12%-136.2pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,467 | $3,257-24.3% | $5,011-50.8% | $2,471-0.2% |
| Participant deferral / active EE | $5,414 | $3,237+67.3% | $5,202+4.1% | $3,741+44.7% |
| Admin fee / account holder | $1,636 | $6,748-75.8% | $13,987-88.3% | $5,306-69.2% |