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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 | $63,935 | $82,032-22.1% | $123,106-48.1% | $59,633+7.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 13.79% | 5.12%+8.7pp | 13.22%+0.6pp | 2041.40%-2027.6pp |
| Employer contribution / active EE | $4,953 | $3,297+50.2% | $5,151-3.8% | $2,203+124.9% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,326 | $5,881-77.5% | $9,015-85.3% | $4,297-69.1% |