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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 | $81,011 | $98,766-18.0% | $149,730-45.9% | $79,852+1.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.97% | 27.43%-9.5pp | 276.70%-258.7pp | 31.72%-13.7pp |
| Employer contribution / active EE | $4,495 | $3,217+39.7% | $4,645-3.2% | $2,471+81.9% |
| Participant deferral / active EE | $8,775 | $5,681+54.5% | $6,843+28.2% | $3,740+134.6% |
| Admin fee / account holder | $1,464 | $6,052-75.8% | $9,310-84.3% | $5,306-72.4% |