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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 | $86,133 | $48,327+78.2% | $67,575+27.5% | $80,935+6.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 16.61% | 18.31%-1.7pp | 3528.98%-3512.4pp | 35.66%-19.0pp |
| Employer contribution / active EE | $1,997 | $2,022-1.2% | $2,736-27.0% | $2,757-27.5% |
| Participant deferral / active EE | $6,616 | $2,927+126.0% | $4,003+65.3% | $4,299+53.9% |
| Admin fee / account holder | $1,783 | $3,692-51.7% | $3,993-55.3% | $6,924-74.2% |