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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 | $86,300 | $79,169+9.0% | $100,415-14.1% | $74,478+15.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 14.29% | 20.51%-6.2pp | 49.47%-35.2pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $4,993 | $3,017+65.5% | $3,943+26.6% | $2,626+90.1% |
| Participant deferral / active EE | $4,735 | $7,751-38.9% | $8,091-41.5% | $4,350+8.9% |
| Admin fee / account holder | $4,545 | $1,337+239.9% | $7,906-42.5% | $1,946+133.6% |