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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 | $99,319 | $98,776+0.5% | $149,745-33.7% | $79,856+24.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.46% | 27.38%-14.9pp | 276.72%-264.3pp | 31.71%-19.3pp |
| Employer contribution / active EE | $4,166 | $3,217+29.5% | $4,646-10.3% | $2,471+68.6% |
| Participant deferral / active EE | $7,751 | $5,681+36.4% | $6,843+13.3% | $3,741+107.2% |
| Admin fee / account holder | $22,816 | $6,053+277.0% | $9,312+145.0% | $5,306+330.0% |