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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 | $77,588 | $58,828+31.9% | $78,002-0.5% | $62,881+23.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.24% | 17.16%-10.9pp | 425.99%-419.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $4,463 | $1,672+167.0% | $2,470+80.7% | $2,281+95.7% |
| Participant deferral / active EE | $4,921 | $2,686+83.2% | $3,497+40.7% | $3,203+53.6% |
| Admin fee / account holder | $664 | $4,393-84.9% | $5,481-87.9% | $4,296-84.5% |