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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 | $80,907 | $98,240-17.6% | $82,313-1.7% | $147,585-45.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.96% | 30.85%-17.9pp | 25.88%-12.9pp | 578.57%-565.6pp |
| Employer contribution / active EE | $4,635 | $3,192+45.2% | $2,428+90.9% | $4,876-4.9% |
| Participant deferral / active EE | $6,797 | $4,383+55.1% | $3,706+83.4% | $5,439+25.0% |
| Admin fee / account holder | $9,530 | $8,563+11.3% | $5,608+69.9% | $10,885-12.4% |