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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 | $99,075 | $98,240+0.9% | $82,312+20.4% | $147,586-32.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.54% | 30.85%-19.3pp | 25.88%-14.3pp | 578.59%-567.1pp |
| Employer contribution / active EE | $4,355 | $3,192+36.4% | $2,428+79.3% | $4,876-10.7% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,049 | $8,563+122.5% | $5,608+239.7% | $10,886+75.0% |