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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 | $99,217 | $101,795-2.5% | $165,100-39.9% | $80,959+22.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 45.06% | 16.73%+28.3pp | 70.21%-25.2pp | 35.67%+9.4pp |
| Employer contribution / active EE | $4,490 | $2,954+52.0% | $4,348+3.3% | $2,757+62.8% |
| Participant deferral / active EE | $10,346 | $4,476+131.1% | $6,035+71.4% | $4,300+140.6% |
| Admin fee / account holder | $1,446 | $8,221-82.4% | $12,696-88.6% | $6,925-79.1% |