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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 | $98,886 | $105,856-6.6% | $90,161+9.7% | $147,586-33.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.16% | 37.63%-22.5pp | 34.89%-19.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $4,019 | $4,126-2.6% | $3,318+21.1% | $4,876-17.6% |
| Participant deferral / active EE | $2,230 | $5,733-61.1% | $5,287-57.8% | $5,439-59.0% |
| Admin fee / account holder | $329 | $8,046-95.9% | $5,943-94.5% | $10,886-97.0% |