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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 | $96,906 | $104,664-7.4% | $85,693+13.1% | $167,518-42.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.66% | 21.45%-9.8pp | 21.49%-9.8pp | 478.71%-467.1pp |
| Employer contribution / active EE | $5,000 | $3,337+49.8% | $2,618+91.0% | $4,838+3.3% |
| Participant deferral / active EE | $2,236 | $4,824-53.7% | $3,923-43.0% | $6,342-64.7% |
| Admin fee / account holder | $979 | $10,032-90.2% | $6,874-85.8% | $12,312-92.0% |