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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 | $99,879 | $100,060-0.2% | $149,721-33.3% | $70,126+42.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.42% | 27.46%-9.0pp | 1501.67%-1483.3pp | 73.15%-54.7pp |
| Employer contribution / active EE | $3,025 | $3,661-17.4% | $5,444-44.4% | $2,343+29.1% |
| Participant deferral / active EE | $6,629 | $4,982+33.1% | $6,568+0.9% | $3,332+99.0% |
| Admin fee / account holder | $2,185 | $8,285-73.6% | $11,282-80.6% | $4,645-53.0% |