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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 | $93,579 | $98,240-4.7% | $82,312+13.7% | $147,586-36.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.78% | 30.85%-14.1pp | 25.88%-9.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $11,143 | $3,192+249.1% | $2,428+358.9% | $4,876+128.5% |
| Participant deferral / active EE | $5,570 | $4,383+27.1% | $3,706+50.3% | $5,439+2.4% |
| Admin fee / account holder | $740 | $8,563-91.4% | $5,608-86.8% | $10,886-93.2% |