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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 | $85,651 | $98,240-12.8% | $82,312+4.1% | $147,586-42.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.78% | 30.85%-12.1pp | 25.88%-7.1pp | 578.59%-559.8pp |
| Employer contribution / active EE | $4,568 | $3,192+43.1% | $2,428+88.1% | $4,876-6.3% |
| Participant deferral / active EE | $6,672 | $4,383+52.2% | $3,706+80.0% | $5,439+22.7% |
| Admin fee / account holder | $1,098 | $8,563-87.2% | $5,608-80.4% | $10,886-89.9% |