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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 | $96,243 | $78,694+22.3% | $67,652+42.3% | $125,389-23.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.66% | 9.46%-7.8pp | 6625.40%-6623.7pp | 282.24%-280.6pp |
| Employer contribution / active EE | $4,595 | $3,044+51.0% | $2,266+102.8% | $4,866-5.6% |
| Participant deferral / active EE | $5,862 | $4,292+36.6% | $3,560+64.7% | $5,352+9.5% |
| Admin fee / account holder | $1,606 | $7,403-78.3% | $4,821-66.7% | $9,541-83.2% |