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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 | $91,919 | $69,518+32.2% | $59,887+53.5% | $135,379-32.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 2.73% | 7.95%-5.2pp | 3.46%-0.7pp | 519.79%-517.1pp |
| Employer contribution / active EE | $4,719 | $3,235+45.9% | $2,722+73.3% | $4,779-1.3% |
| Participant deferral / active EE | $9,917 | $4,204+135.9% | $3,402+191.5% | $5,609+76.8% |
| Admin fee / account holder | $306 | $5,734-94.7% | $3,591-91.5% | $10,828-97.2% |