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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 | $80,937 | $98,240-17.6% | $82,312-1.7% | $147,586-45.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.64% | 30.85%-8.2pp | 25.88%-3.2pp | 578.59%-556.0pp |
| Employer contribution / active EE | $4,265 | $3,192+33.6% | $2,428+75.6% | $4,876-12.5% |
| Participant deferral / active EE | $8,946 | $4,383+104.1% | $3,706+141.4% | $5,439+64.5% |
| Admin fee / account holder | $397 | $8,563-95.4% | $5,608-92.9% | $10,886-96.4% |