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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 | $95,653 | $117,895-18.9% | $102,460-6.6% | $145,897-34.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.10% | 31.92%-14.8pp | 29.47%-12.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $4,319 | $3,619+19.3% | $3,025+42.8% | $4,663-7.4% |
| Participant deferral / active EE | $7,780 | $5,736+35.6% | $5,056+53.9% | $6,689+16.3% |
| Admin fee / account holder | $1,237 | $13,353-90.7% | $9,460-86.9% | $13,390-90.8% |