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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 | $99,685 | $72,177+38.1% | $115,038-13.3% | $59,633+67.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.30% | 12.02%-10.7pp | 26.14%-24.8pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $5,573 | $2,841+96.2% | $4,608+20.9% | $2,203+153.0% |
| Participant deferral / active EE | $8,706 | $4,783+82.0% | $6,026+44.5% | $3,192+172.8% |
| Admin fee / account holder | $4,589 | $4,927-6.9% | $8,175-43.9% | $4,297+6.8% |