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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 | $84,584 | $102,382-17.4% | $147,005-42.5% | $80,874+4.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.80% | 134.89%-117.1pp | 418.76%-401.0pp | 35.62%-17.8pp |
| Employer contribution / active EE | $3,891 | $3,715+4.7% | $4,934-21.1% | $2,756+41.2% |
| Participant deferral / active EE | $7,837 | $6,646+17.9% | $8,070-2.9% | $4,297+82.4% |
| Admin fee / account holder | $4,596 | $7,942-42.1% | $13,006-64.7% | $6,935-33.7% |