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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 | $85,625 | $48,327+77.2% | $67,575+26.7% | $80,935+5.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 15.07% | 18.31%-3.2pp | 3528.98%-3513.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $6,231 | $2,022+208.1% | $2,736+127.8% | $2,757+126.0% |
| Participant deferral / active EE | $4,755 | $2,927+62.4% | $4,003+18.8% | $4,299+10.6% |
| Admin fee / account holder | $887 | $3,692-76.0% | $3,993-77.8% | $6,924-87.2% |