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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 | $99,294 | $75,962+30.7% | $154,108-35.6% | $64,173+54.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 10.07% | 30.32%-20.3pp | 735.21%-725.1pp | 7.63%+2.4pp |
| Employer contribution / active EE | $4,861 | $3,350+45.1% | $5,298-8.2% | $2,381+104.2% |
| Participant deferral / active EE | $3,275 | $3,175+3.2% | $5,081-35.5% | $3,470-5.6% |
| Admin fee / account holder | $22,963 | $5,589+310.9% | $13,411+71.2% | $4,887+369.8% |