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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 | $88,680 | $99,652-11.0% | $78,778+12.6% | $147,585-39.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.31% | 47.28%-31.0pp | 35.62%-19.3pp | 578.57%-562.3pp |
| Employer contribution / active EE | $4,444 | $2,796+59.0% | $1,986+123.8% | $4,876-8.9% |
| Participant deferral / active EE | $3,476 | $3,664-5.1% | $2,958+17.5% | $5,439-36.1% |
| Admin fee / account holder | $2,037 | $7,155-71.5% | $5,134-60.3% | $10,885-81.3% |